Business Valuation Experts

Precise Valuations. Decisive Results.

We deliver rigorous, defensible business valuations with the speed and competitive pricing that today's transactions demand.

Request a Proposal Our Services
Credentialed
Valuation Professionals
10-Day
Turnaround
Precision
In Every Engagement
What We Do

Comprehensive Valuation Solutions

From ESOPs to M&A transactions, we provide defensible opinions of value across a full range of business needs.

ESOP Valuations

Independent annual valuations and fairness opinions for Employee Stock Ownership Plans, fully compliant with ERISA and DOL requirements.

M&A & Divestitures

Strategic valuations that support buy-side and sell-side decision-making in mergers, acquisitions, and corporate divestitures.

Capital Raising Support

Credible valuation reports to secure SBA lending, private equity investment, or other capital formation activities.

Due Diligence Support

Buy-side and sell-side financial and operational due diligence for private equity and venture capital transactions.

Litigation Support

Expert witness testimony and defensible valuation analyses for shareholder disputes, divorce proceedings, and commercial litigation.

Strategic Advisory

Ongoing valuation advisory for financial reporting (409A, ASC 820), estate and gift tax planning, and strategic planning initiatives.

Why Us

Built for Speed,
Priced for Value

We combine deep valuation expertise with a lean, technology-enabled practice — delivering results that larger firms can't match on timeline or cost.

I

Valuation Expertise

Our team brings credentialed expertise across income, market, and asset-based approaches — with deep sector knowledge to match.

II

Rapid Turnaround

We understand that deals don't wait. Our streamlined workflows deliver defensible reports in days, not months.

III

Competitive Pricing

Transparent, fixed-fee engagements that give you Big Four quality without the Big Four invoice.

Founder — Oakspire Advisory

Isaac Pines

Founder & Managing Director

With a background rooted in business valuation and financial analysis, Isaac founded Oakspire Advisory to deliver institutional-quality valuation work with the speed and attentiveness that middle-market companies deserve. His experience spans SBA-compliant valuation engagements, quality of earnings analysis, and comprehensive financial due diligence — bringing a rigorous, detail-oriented approach to every client relationship.

Business Valuation Quality of Earnings SBA Advisory University of Florida
Analytical Framework

Institutional-Grade Methodologies

Our valuation opinions are grounded in the same quantitative frameworks employed by leading investment banks, advisory firms, and Big Four practices — tailored to each engagement's unique circumstances.

01

Discounted Cash Flow Analysis

Our DCF models project future free cash flows under multiple operating scenarios and discount them to present value using appropriately derived rates. We build bottom-up forecasts grounded in historical performance, management guidance, and sector-specific growth drivers — stress-tested across base, upside, and downside cases to deliver a defensible range of intrinsic value.

WACC Derivation Terminal Value Scenario Analysis
02

Cost of Capital & CAPM

We employ the Capital Asset Pricing Model alongside the build-up method to derive equity discount rates that reflect systematic risk, company-specific risk premiums, size premiums, and prevailing market conditions. Our cost of capital analysis underpins every income-based valuation we deliver.

Beta Analysis Risk Premiums Build-Up Method
03

Comparable Company & Transaction Analysis

We identify and analyze publicly traded guideline companies and precedent M&A transactions to triangulate market-based indications of value. Our comps work incorporates adjustments for size, growth, profitability, and risk differentials — ensuring that market multiples are applied with the analytical rigor that sophisticated counterparties expect.

Guideline Public Companies Precedent Transactions Multiple Selection
04

Quality of Earnings Analysis

Our QoE engagements go beyond surface-level financials to identify sustainable earnings power, non-recurring items, working capital normalization requirements, and potential adjustments that impact deal economics. We deliver the granular financial intelligence that acquirers, lenders, and investment committees rely on to underwrite transactions with confidence.

EBITDA Adjustments Working Capital Revenue Quality
05

Accretion / Dilution Analysis

For M&A and capital-raising engagements, we model the post-transaction impact on earnings per share and key return metrics. Our accretion/dilution framework helps clients and investment committees evaluate whether a proposed transaction creates or erodes shareholder value under varying deal structures and financing assumptions.

EPS Impact Deal Structuring Synergy Modeling
06

Pro Forma Financial Modeling

We construct detailed pro forma projections that reflect anticipated operational changes, capital structure adjustments, and strategic initiatives. These models serve as the analytical backbone for lender presentations, board-level decision-making, and investor due diligence packages — built to withstand rigorous scrutiny.

Revenue Builds Sensitivity Tables Lender-Ready
07

Leveraged Buyout Modeling

Our LBO models evaluate acquisition feasibility through the lens of debt capacity, cash flow coverage, and sponsor return requirements. We model multiple tranches of financing, management equity rollovers, and exit scenarios to determine the range of supportable valuations for financial buyers and their lending partners.

Debt Structuring IRR Analysis Exit Multiples
08

Discount & Premium Analysis

We quantify and support the application of discounts for lack of marketability (DLOM), discounts for lack of control (DLOC), and control premiums using empirical studies, restricted stock analyses, and option pricing models. This work is critical for ESOP compliance, estate and gift tax planning, and minority interest valuations in litigation contexts.

DLOM / DLOC Control Premiums ESOP Compliance

The Right Framework for Every Engagement

No two valuations are alike. We select and combine methodologies based on the specific purpose of the engagement, the nature of the business, and the expectations of the intended audience — whether that's an SBA lender, an investment committee, or the court.

Discuss Your Engagement
Our Process

From Engagement to Delivery

A proven four-step process designed to get you a defensible, high-quality valuation — fast.

01

Scoping Call

We learn about your business, the purpose of the valuation, and define the engagement parameters.

02

Data Collection

We provide a tailored request list and work efficiently to gather everything we need.

03

Analysis

Rigorous financial modeling using the appropriate valuation methodologies for your situation.

04

Delivery

A polished, defensible report with a full walkthrough of our findings and conclusions.

Get Started

Ready to Move Forward?

Tell us about your valuation needs and we'll respond within 24 hours with a tailored proposal.

Or reach us directly: [email protected]  |  (516) 350-7235