Business Valuation Services · Denver, Colorado
Understand what your business is worth. Decide from solid ground.
We help Colorado business owners, attorneys and CPAs navigate succession, ownership transfers, shareholder matters and business sales with independent, defensible valuations.
ASA · ABV · CFA · CVA — Credentialed Business Appraisers
§ 01Why Westbridge
A boutique firm where the appraiser is the one doing the work.
Every engagement is handled directly by experienced, credentialed professionals — not passed down through layers of junior staff. You speak with the people who sign your report.
0conflicts
Independent
Objective analysis prepared without advocacy, pressure or conflicts of interest.
4credentials
Credentialed
CFA, ASA, ABV and CVA credentials, with Big Four and institutional valuation backgrounds.
1,500+valuations
Experienced
Engagements across tax, transactions, shareholder matters, litigation support and advisory.
§ 02Services
What do you need a valuation for?
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01
Selling or Buying a Business
Pre-transaction analysis before you negotiate, sell, acquire or restructure.
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02
Estate & Gift Planning
Valuations for IRS filings, family transfers, trusts and succession planning.
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03
Divorce or Dispute
Independent, defensible valuation work for resolution-focused matters.
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04
Partner Buyout or Buy-Sell
Objective analysis for redemptions, exits and buy-sell agreements.
Also available: comprehensive business valuations, holding company discount studies, and M&A advisory.
§ 03Process
How a valuation engagement works
Most engagements are completed in four weeks from receipt of complete information.
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Step 1
Scoping & Proposal
A short scoping call, followed by a clear proposal with defined fees.
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Step 2
Secure Data Collection
Requests, uploads and questionnaires handled in our client portal — no email chasing.
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Step 3
Analysis & Valuation
Credentialed appraisers apply the appropriate standards and methodologies.
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Step 4
Draft & Final Report
A draft for your review, then a defensible final report you can rely on.
§ 04Client Portal
Your engagement, in one secure place.
No more email attachments and lost requests. Our clients log in to a dedicated portal to supply information, track progress and receive their report.
- Upload financials and documents securely
- See exactly what’s been requested and what’s outstanding
- Sign engagement letters and review your draft report
- Two-factor authentication on every client account
Client portal powered by StonefieldOS
Engagement · Summit Brewing Co.
Information Request
- Financial statements, 2021–2025Received
- Federal tax returns, 5 yearsReceived
- Management questionnaireIn progress · 60%
- Operating agreement & bylawsRequested
§ 05Our Team
Four specialists. One standard of rigor.
A small Denver team serving owners and advisors throughout Colorado and the Mountain West.
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Shannon
CFA, ASA, ABVManaging Partner
Leads estate, gift and shareholder engagements, with fifteen years of Big Four and institutional valuation experience.
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Kevin
ASA, ABV, FMVAPartner
Directs transaction and litigation support work for closely held companies across the Front Range.
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Adrian
CVASenior Valuation Analyst
Builds the financial models behind our conclusions, specializing in construction, energy and industrial services.
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Michael
CFA Level III CandidateValuation Associate
Manages client data collection and industry research, and keeps every engagement moving on schedule.
§ 06Industries
Industries we serve
Closely held companies across the Front Range, the Western Slope and beyond.
Serving Colorado
Denver Metro · Boulder · Colorado Springs · Fort Collins · Aurora · Grand Junction · Vail Valley · Pueblo
Facing a court deadline, we needed the work done accurately and fast. Westbridge was responsive, thorough, and their report held up to every question.
Family Law Attorney · Denver (sample testimonial)
§ 07Contact
Need a business valuation?
Tell us what you need, and we’ll help determine the right scope, report type, timing and fee for your engagement.
- Phone
- (555) 555-5555
- [email protected]
- Office
- Denver, Colorado
- Web
- westbridgevaluation.com