Full-Service Corporate Valuation and Financial Advising

CVA offers over 35 years of corporate valuation services as well as advising on taxes and financial reporting.

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Corporate Valuation Services

CVA was founded in 1988 when shareholders joined together to create a new firm. They saw a clear opportunity to combine their experience and expertise with a significantly improved level of client service and responsiveness.

This formula has been the cornerstone of our success over the last 35 plus years, which is reflected in long-term relationships with many of America’s leading corporations, law firms, and private equity firms.

CVA Office

Valuation for Financial Reporting

CVA conducts financial reporting services for companies ranging from start-ups to multinational billion dollar corporations.

Closeup of a desk with a focus on a calculator, financial documents, and computer screens.

Valuations for Tax and Estate Planning

Families, corporations, and their tax advisors need to engage trustworthy valuation advisors. CVA offers 35+ years of experience with estate and gift tax valuations.

Machinery

Machinery and Equipment Appraisal

Our machinery and equipment valuation experts work with equipment manufacturers and reps, distributors, and other supply chain organizations.

Real Estate Valuation

Our highly credentialed real estate advisors provide valuation services for clients ranging from small investment groups to multi-national companies.

Property Tax Appeal

With 35+ years of experience and affiliation with the National Property Tax Group, CVA provides property tax services in every real estate market in the U.S.

Value of our Value

Our dedication to fact-based estimations informed by extensive research set us up to support and defend our valuations against any scrutiny.

Estimations Backed by Facts

Certain assumptions are inherent in value estimation, whether it’s a business enterprise, a single share of stock, improved real estate, machinery, or any other asset. We ensure that facts support those assumptions to the greatest extent possible.

Built on Research

CVA utilizes market research as well as industry data and trends to establish the facts to formulate and support the assumptions that shape our value estimates. Our research-intensive valuation process minimizes the risk of controversy and dispute.

Comprehensive Support and Defense

CVA valuation advisors can support and defend our valuations. We are prepared to present the facts we identified through extensive research and demonstrate how we reasonably applied those facts to formulate the assumptions that underlie our value estimate.

Meet the CVA Senior Leadership Team

Meet our team of specialists. CVA project managers average 25+ years of experience delivering supportable valuations to our clients.

Brad Carlson

Brad Carlson

President

Jeff Ullrich

Jeff Ullrich

Managing Director

Fred Lindenstruth

Fred Lindenstruth

Managing Director, Tangible Asset Valuation

Scott Kellenberger

Scott Kellenberger

Managing Director, Real Estate

Corporate Valuation Advisors Headquarters

625 Walnut Ridge Drive, Suite 105, Hartland, WI 53029

Email

Send an online inquiry

Telephone

1 (800) 729-1888

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (CST)

NEW YORK, NY Regional Office

Email

Send an online inquiry

Telephone

(914) 440-4925

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (EST)

CHICAGO, IL Regional Office

Email

Send an online inquiry

Telephone

(630) 923-5371

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (CST)

PHILADELPHIA, PA Regional Office

Email

Send an online inquiry

Telephone

(610) 688-4600

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (EST)

NAPLES, FL Regional Office

Email

Send an online inquiry

Telephone

(239) 686-0220

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (EST)

Corporate Valuation Advisors Headquarters

625 Walnut Ridge Drive, Suite 105, Hartland, WI 53029

Email

Send an online inquiry

Telephone

1 (800) 729-1888

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (CST)

NEW YORK, NY Regional Office

Email

Send an online inquiry

Telephone

(914) 440-4925

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (EST)

CHICAGO, IL Regional Office

Email

Send an online inquiry

Telephone

(630) 923-5371

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (CST)

PHILADELPHIA, PA Regional Office

Email

Send an online inquiry

Telephone

(610) 688-4600

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (EST)

NAPLES, FL Regional Office

Email

Send an online inquiry

Telephone

(239) 686-0220

Opening Hours

Mon. - Fri., 8:00 AM - 5:00 PM (EST)