Top Financial services Business Valuation Services Companies

Discover Business Valuation Services companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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63 Companies

Top Financial services Business Valuation Services Companies

Exit Mergers & Acquisitions
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Are you prepared to make an exit? When you decide to sell your agency or business, finding trustworthy assistance can be challenging. We specialize in the buying and selling of marketing agencies and various local businesses. With a network of over 3,000 pre-qualified buyers and investors, we can he
Highlights
$250,000+
Min Project Size
2-9
Employees
Raytown, Missouri, Us
Services Provided
60% Mergers & Acquisitions Consulting
25% Business Brokerage Services
15% Business Valuation Services
AI Summary
“Exit Mergers & Acquisitions specializes in buying and selling marketing agencies and local businesses, offering exit strategies, valuations, and a structured 7-step process to ensure smooth transactions.”
Solganick & Co.
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We are an investment banking and M&A advisory firm that focuses solely on technology services, software, and healthcare IT companies, employing a data-driven approach. Established in 2009 by seasoned professionals, Solganick has built a strong reputation for delivering tangible advisory value to own
Highlights
$250,000+
Min Project Size
10-49
Employees
Los Angeles, California, Us
Services Provided
60% Mergers & Acquisitions Consulting
25% Fundraising & Investor Readiness Consulting
15% Business Valuation Services
AI Summary
“Solganick & Co. is a specialized investment banking firm providing data-driven advisory services in technology, software, and healthcare IT, excelling in complex M&A and capital raising for founder-led businesses.”
Sacramento Business Broker & Valuation Services
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Our clients and business partners value the personalized attention we provide, along with our unmatched results in transactions that require the highest ethical standards and favorable outcomes for both buyers and sellers. If you’re looking for a reputable business broker to collaborate with, your s
Highlights
250-999
Employees
Sacramento, California, Us
Services Provided
49% Business Brokerage Services
20% Business Valuation Services
20% Real Estate Consulting
11% Business Consulting Services
AI Summary
“Sacramento Business Broker & Valuation Services offers expert business sales, valuations, mergers, acquisitions, and commercial real estate consulting with a commitment to ethical, client-focused outcomes since 1994.”
PCE Investment Bankers, Inc.
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Since 1997, PCE has provided discerning clients with the expertise of a comprehensive investment bank alongside the personalized service of a boutique firm. We offer a wide array of services, including growth strategies, exit events, valuations, and employee stock ownership plans (ESOPs), ensuring t
Highlights
10-49
Employees
Winter Park, Florida, Us
Services Provided
39% Mergers & Acquisitions Consulting
30% Business Consulting Services
20% Business Valuation Services
11% Employee Benefits Consulting
AI Summary
“Since 1997, PCE Investment Bankers provides expert investment banking services with personalized boutique firm attention, offering growth strategies, valuations, exit planning, and ESOP solutions for business owners.”
Quest - Advisory, Business Succession & M&A
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At Quest, our knowledgeable business advisors concentrate on maximizing personal wealth and increasing business value. We provide a variety of services designed to meet your individual and business requirements, such as mergers and acquisitions, succession planning, and family office assistance. Our
Highlights
10-49
Employees
Davidson, North Carolina, Us
Services Provided
39% Succession Planning
30% Mergers & Acquisitions Consulting
20% Business Valuation Services
11% Estate Planning Services
AI Summary
“Quest offers expert business advisory services focused on wealth maximization, mergers and acquisitions, succession planning, and family office assistance to support business and personal success.”
Adquiere
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Adquiere.co is a platform focused on streamlining mergers and acquisitions (M&A) and capital raising for small and medium-sized enterprises (SMEs) and startups. It connects entrepreneurs, business owners, buyers, and investors looking to acquire or invest in expanding companies. The platform offers
Highlights
$50,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Monterrey, Nuevo Leon, Mx
Services Provided
49% Business Brokerage Services
20% Business Valuation Services
20% Financial Advisory & Consulting
11% Negotiation Assistance
AI Summary
“Adquiere.co is a platform facilitating mergers, acquisitions, and capital raising for SMEs and startups, offering secure deal management, business valuation, due diligence, and negotiation support.”
Finmodelslab
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Finmodelslab.com is an international financial consulting company established to assist clients globally in analyzing, planning, developing, financing, and presenting their businesses or startup concepts using financial models, dashboards, and pitch decks. We are dedicated to financial modeling and
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
2-9
Employees
Lviv, Ua
Services Provided
50% Pitch Deck & Presentation Design
39% Financial Advisory & Consulting
11% Business Valuation Services
AI Summary
“Finmodelslab offers expert financial consulting services including modeling, valuation, forecasting, dashboards, and pitch decks, empowering clients with reliable, user-friendly business planning solutions.”
Website Properties LLC
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Website Properties LLC is a leading online business brokerage that focuses on listing and selling established internet-based companies. Recognized by Axial as one of the Top 25 Lower Middle Market Business Brokers in the first half of 2025, we set ourselves apart with our results-oriented approach a
Highlights
2-9
Employees
Seattle, Washington, Us
Services Provided
69% Business Brokerage Services
16% Business Valuation Services
15% Business Consulting Services
AI Summary
“Website Properties LLC specializes in brokering established online businesses, leveraging deep expertise and a vast investor network to guide clients from valuation to successful sale.”
HoriZen Capital
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HoriZen Capital comprises a team of SaaS Operators, along with experts in Marketing and Finance, dedicated to enhancing and exiting businesses via growth marketing and mergers & acquisitions. As a prominent SaaS operations group, we collaborate with a select number of B2B SaaS companies to optimize
Highlights
2-9
Employees
Edmonton, Alberta, Ca
Services Provided
35% Business Consulting Services
25% Marketing Services
20% Business Valuation Services
20% Financial Advisory & Consulting
AI Summary
“HoriZen Capital partners with B2B SaaS companies, offering specialized financial advising, growth marketing, and M&A expertise to optimize valuations, drive revenue, and facilitate exits.”
RTO Advisory
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RTO Advisory, short for "Return To Owner Advisory," is a fee-based mergers and acquisitions (M&A) and exit-planning firm located in Greensboro, North Carolina. It caters to owners of privately held businesses with revenues between $1 million and $100 million and EBITDA ranging from $1 million to $20
Highlights
$25,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Business Consulting Services
20% Business Valuation Services
20% Business Transition Management
11% Mergers & Acquisitions Consulting
AI Summary
“RTO Advisory is a fee-based M&A and exit-planning firm in Greensboro, NC, guiding U.S. private business owners to maximize value and readiness through strategic, unbiased advice.”

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