Corporate Valuation Advisors > About CVA

About CVA

Corporate Valuation Advisors has provided trusted, data-backed, and all-inclusive valuation and financial advisory services for 35+ years.

Overview

Our company 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.

Who We Serve

CVA is located in the U.S., with a client base extending to Canada, South America, Europe, Asia and Australia. We serve major lending institutions, public and private companies, private equity and hedge funds, and owners of large commercial and industrial properties. We have built our reputation on our expertise as well as key financial insights:

Value impacts tax and financial reporting requirements
Tax and financial reporting requirements are deadline-oriented
Clients trust us to not only meet deadlines, but also to provide a work product that passes the scrutiny of auditors and other review authorities

Headquarters

625 Walnut Ridge Drive, Suite 105
Hartland, WI 53029

262-369-0400

Offices

NEW YORK, NY 914-440-4925

CHICAGO, IL 630-923-5371

PHILADELPHIA, PA 610-688-4600

NAPLES, FL 239-686-0220

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.

Learn More

Brad Carlson

President

Jeff Ullrich

Managing Director

Jim Volkman

Managing Director

Fred Lindenstruth

Managing Director, Tangible Asset Valuation

Send an online inquiry

Telephone

(239) 686-0220

Opening Hours

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

Corporate Valuation Advisors Headquarters

Community Involvement

CVA proudly supports our communities with charitable contributions and by rolling up our sleeves and getting involved. CVA teams volunteer in numerous community causes and organizations, like:

FOOD Pantry of Waukesha County

The FOOD Pantry of Waukesha County provides food, hope, and dignity to county residents in need, and advocates to increase awareness of hunger in the community through collaborative action.

National Fire Safety Council, Inc

The National Fire Safety Council, Inc. is the largest distributor of comprehensive fire and burn prevention and life safety materials in the United States.

Make-A-Wish

Every 35 minutes, Make-A-Wish® grants the wish of a child diagnosed with a life-threatening medical condition in the United States and its territories.

MACC Fund

The Midwest Athletes Against Childhood Cancer, Inc. raises funds to support research for pediatric cancer and blood disorders like aplastic anemia and sickle cell disease.

Honor Flight

Honor Flight transports United States military veterans to Washington, DC to visit the memorials and monuments dedicated to their service and sacrifice.

Wounded Warrior Project

Wounded Warrior Project®) takes a holistic approach when serving warriors and their families to nurture the mind and body, encourage economic empowerment and engagement.

SPAN Parent Advocacy Network

The SPAN Parent Advocacy Network is committed to empowering families as advocates and partners in improving education, health and mental health outcomes for infants, toddlers, children and youth.

Special Olympics Wisconsin

Special Olympics Wisconsin provides year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities.