Our Firm

About High Bridge Valuations

A credentialed, independent valuation practice built on integrity, rigor, and concierge level client service.

Our Story

Knowledge Drives Value. Value Drives Price.

High Bridge Valuations was founded on a straightforward premise: business owners deserve objective, credentialed guidance at every stage of growth and transition. Whether understanding what drives value in your business, negotiating a sale, planning for succession, or benchmarking against the competition, a business valuation can inform your strategic planning and drive significant value.

We emphasize enhancing business value — because knowledge drives profitability,  profitability drives value, and value drives price. Our engagements are led personally by a credentialed appraiser from start to finish. No handoffs to junior staff. No generic reports. Every client receives the same concierge level of attention and diligence we would apply to our own business.

Credentials & Standards

Credentialed. Independent. Rigorous.

Every engagement is conducted in compliance with the Professional Standards of the National Association of Certified Valuators and Analysts (NACVA). Our credentials reflect a commitment to the highest standards in the profession. With over 40 years' experience in the financial world, we understand business and business owners.

CVA

Certified Valuation Analyst

The CVA designation is awarded by NACVA and is one of the most widely recognized credentials in business valuation.

CEPA

Certified Exit Planning Advisor

The CEPA credential demonstrates expertise in helping business owners plan and execute successful exits.

CFP

Certified Financial Planner

The CFP designation reflects comprehensive financial planning expertise, informing a holistic approach to business value.

Our Methodology

How We Work

We apply all three traditional valuation approaches — income, market, and asset-based — selecting the methods most appropriate for each engagement. We use comparative market data, review recent industry transactions, and apply a detailed process to provide you with a calculated value for your business. Our reports are customized to your business, thorough, understandable and actionable.

01

Discovery & Scoping

We begin with a thorough discovery process to understand, you, your unique business, the purpose of the valuation, and how best to add value to your experience in the process.

02

Financial Analysis

We conduct a thorough analysis of all relevant financial data, including historical financial statements, financial ratios, revenue trends, conduct normalization of earnings and financial projections. We overlay this with market and industry data, then apply the appropriate valuation methods and calculations.

03

Market & Industry Research

We research a broad array of comparable business transactions, consider an array of industry, economic and market-driven factors in developing your valuation. We use multiple industry-recognized resources and databases to "reality-check" the analysis.

04

Report & Delivery

We deliver a clear, well-supported report and walk you through the findings — ensuring you understand the value calculation and the rationale behind it. We conduct a 30 day follow-up  review to address any questions you may have.

Work With Us

Ready to discuss your valuation needs? We'd welcome the opportunity to learn about your business and explain how we can help.