Logo
Logo

Leading Provider of High-Quality Valuation and Financial Advisory Services

Cabrillo Advisors provides a full suite of valuation services conducted in accordance with tax, accounting and valuation standards (IRS, AICPA, GAAP, IFRS, USPAP).

Who we are

Cabrillo was built by highly trained, credentialed professionals leveraging decades of experience in valuation, investment banking and management consulting to ensure our clients’ success. Our collaborative process lets management focus on running their businesses, while ensuring our clients’ broader advisory team stays informed.

Get Started
Consistent Quality

Cabrillo successfully navigates extensive reviews by the IRS, SEC and auditors, while always supporting our clients’ positions and strategies. Top attorneys, CPAs, investors and business advisors rely on Cabrillo’s services to fulfill the needs of the companies they represent.

advantages
Versatile Expertise

Strategic advisors leverage valuations for a variety of reasons throughout our clients’ life cycles. Cabrillo's breadth of valuation techniques and depth of sector knowledge enable us to contribute to our clients’ strategy, not merely react to it.

advantages
Our Services

Explore our comprehensive range of tailored services designed to meet your unique needs.

Meet our senior team members

We are committed to delivering excellence, innovation, and personalized solutions to meet your unique needs.

Wade Hansen
Chairman & CEO

Wade Hansen

More
Dean Colvin
President

Dean Colvin

More
Gordon Lin
Senior Director

Gordon Lin

More
Carey Delia
Senior Director

Carey Delia

More
Gadiel Morantes
Chief Revenue Officer

Gadiel Morantes

More
Jonathan Schlesinger
Manager

Jonathan Schlesinger

More
Han Le
Manager

Han Le

More
Duyen (Julia) Nguyen
Managing Director

Duyen (Julia) Nguyen

More
Thomas Qian
Manager

Thomas Qian

More
Celeste Asbury
Consultant

Celeste Asbury

More
Austin Gaddie
Senior Associate

Austin Gaddie

More
What Our Clients Say
Cabrillo Advisors provides clients with high quality solutions for business valuation and accounting services.
Tom Proulx
Tom Proulx Chairman at Netpulse

Cabrillo Advisors assisted uproject prior to a formal round of financing; they were a helpful resource for an advisory project. We also use their team for IRC 409a compliance projects and have recommended them to others.

Michael Hoyt
Michael Hoyt CEO

We really appreciate the quality of the analysis you have provided.We’ll look forward to working with you and your team again next year.

Greg Tibbitts
Greg Tibbitts CFO at Accriva

We hired Cabrillo Advisors to assist us with a complex business valuation project. It was very difficult with many issues to be worked through, and required frequent interaction with management, external auditors and our audit committee. We greatly appreciated their professionalism, and found them to be very helpful and constructive.

Jonathan Cook
Jonathan Cook Controller at Instructure

We were happy to have Cabrillo Advisors as our valuation specialist; their deliverable was well received by the audit firm so the review process went rather smoothly. We look forward to working with Cabrillo Advisors again on upcoming valuation projects.

John Robertson
John Robertson Partner at Cooley LLP

I have enjoyed referring many clients to Cabrillo. The feedback I've received from clients is that Cabrillo has been understanding of each company's circumstances and very responsive and easy to work with.

Franz Birkner
Franz Birkner President and CEO at Rayspan Corporation

Wade Hansen and his colleagues at Cabrillo Advisors provided my company Rayspan with expert and high value services in connection with preparing rock solid appraisals of the value of Rayspan's securities. It was a pleasure to work with them.

Dan Wood
Dan Wood General Partner at Mesa Verde Venture Partners

Wade and his company did an excellent job with a 409(a) valuation analysis for one of our portfolio companies. The report was accurate, timely and a good value for our limited budget at the company.

Patti Pao
Patti Pao Founder & CEO at Restorsea

I have used Cabrillo Advisors pretty much since the beginning and can say that I am delighted with their level of service and analysis.

Brady Berg
Brady Berg Member at Mintz Levin

Wade and his team at Cabrillo have worked with many of my clients on 409A and enterprise valuations recently. I have been impressed by Wade's command of the issues, professionalism and pragmatic approach with clients...

Dilip Venkatachari
Dilip Venkatachari CEO at Compass Labs

Cabrillo Advisors, have been excellent to work with. They helped conduct a 409A valuation for our company. High quality work, fast, and good team to work with. I'd recommend them.

Dan Halvorson
Dan Halvorson Executive Vice President & CFO at One Roof Energy

As OneRoof Energy Group (TSXV:ON) prepared for an initial public offering via reverse merger transaction as part of listing the Company’s securities on the TSX Venture Exchange, we engaged Cabrillo Advisors to deliver 409A business enterprise valuations for us. The selection of the appropriate methodologies for the allocation of value, the keen consideration of numerous internal and external factors relating to the Company’s business enterprise value, and the insight gained from multiple two-way discussions were all critical elements in the delivery of the excellent service and ultimate product we received from Cabrillo Advisors. Wade Hansen and his team are extremely knowledgeable in the areas of business valuation, financial accounting and valuation analysis and we would not hesitate to retain Cabrillo Advisors in the future.

Curtis Oscarson
Curtis Oscarson Partner at Kunzler Law Group, PC

I have worked with Cabrillo Advisors on many transactions and with many clients. In each case, they have provided me with high quality service that is prompt, reliable and cost effective. They take pride in what they do and it shows in their work product.

Andy Katz
Andy Katz VP & Chief Business Officer at Celula, Inc

Cabrillo Advisors provided a thorough financial analysis for Celula. The team is thoughtful, efficient, and responsive.

Metin Bayram
Metin Bayram Director of FEC and High Speed Modems Business Area at TrellisWare Technologies, Inc

We used Cabrillo for business valuation services two years in a row. I personally worked both with Wade and his colleagues. I was very impressed with their level of expertise and attention to detail. They were easy to work with and very flexible to accommodate our hectic schedules and requirements. They were always very responsive and I was very happy with their work. Looking forward to working with them again.

Kevin O’Hare
Kevin O’Hare CFO, 3E Company

The 3E Company, the leading provider of EH&S product and regulatory compliance data and outsourced service based solutions, had commissioned Cabrillo Advisors to provide valuation services and advice during the second half of 2009. Led by its founder Wade Hansen, the Cabrillo team of professionals impressed 3E with their intelligence, market savvy and experience along with their efficient use of time and resources in delivering a high quality and well-balanced 409A analysis. I would highly recommend Wade Hansen and his team at Cabrillo Advisors.

Tom Proulx
Tom Proulx Chairman at Netpulse

Cabrillo Advisors assisted uproject prior to a formal round of financing; they were a helpful resource for an advisory project. We also use their team for IRC 409a compliance projects and have recommended them to others.

Michael Hoyt
Michael Hoyt CEO

We really appreciate the quality of the analysis you have provided.We’ll look forward to working with you and your team again next year.

Greg Tibbitts
Greg Tibbitts CFO at Accriva

We hired Cabrillo Advisors to assist us with a complex business valuation project. It was very difficult with many issues to be worked through, and required frequent interaction with management, external auditors and our audit committee. We greatly appreciated their professionalism, and found them to be very helpful and constructive.

Jonathan Cook
Jonathan Cook Controller at Instructure

We were happy to have Cabrillo Advisors as our valuation specialist; their deliverable was well received by the audit firm so the review process went rather smoothly. We look forward to working with Cabrillo Advisors again on upcoming valuation projects.

John Robertson
John Robertson Partner at Cooley LLP

I have enjoyed referring many clients to Cabrillo. The feedback I've received from clients is that Cabrillo has been understanding of each company's circumstances and very responsive and easy to work with.

Franz Birkner
Franz Birkner President and CEO at Rayspan Corporation

Wade Hansen and his colleagues at Cabrillo Advisors provided my company Rayspan with expert and high value services in connection with preparing rock solid appraisals of the value of Rayspan's securities. It was a pleasure to work with them.

Dan Wood
Dan Wood General Partner at Mesa Verde Venture Partners

Wade and his company did an excellent job with a 409(a) valuation analysis for one of our portfolio companies. The report was accurate, timely and a good value for our limited budget at the company.

Patti Pao
Patti Pao Founder & CEO at Restorsea

I have used Cabrillo Advisors pretty much since the beginning and can say that I am delighted with their level of service and analysis.

Brady Berg
Brady Berg Member at Mintz Levin

Wade and his team at Cabrillo have worked with many of my clients on 409A and enterprise valuations recently. I have been impressed by Wade's command of the issues, professionalism and pragmatic approach with clients...

Dilip Venkatachari
Dilip Venkatachari CEO at Compass Labs

Cabrillo Advisors, have been excellent to work with. They helped conduct a 409A valuation for our company. High quality work, fast, and good team to work with. I'd recommend them.

Dan Halvorson
Dan Halvorson Executive Vice President & CFO at One Roof Energy

As OneRoof Energy Group (TSXV:ON) prepared for an initial public offering via reverse merger transaction as part of listing the Company’s securities on the TSX Venture Exchange, we engaged Cabrillo Advisors to deliver 409A business enterprise valuations for us. The selection of the appropriate methodologies for the allocation of value, the keen consideration of numerous internal and external factors relating to the Company’s business enterprise value, and the insight gained from multiple two-way discussions were all critical elements in the delivery of the excellent service and ultimate product we received from Cabrillo Advisors. Wade Hansen and his team are extremely knowledgeable in the areas of business valuation, financial accounting and valuation analysis and we would not hesitate to retain Cabrillo Advisors in the future.

Curtis Oscarson
Curtis Oscarson Partner at Kunzler Law Group, PC

I have worked with Cabrillo Advisors on many transactions and with many clients. In each case, they have provided me with high quality service that is prompt, reliable and cost effective. They take pride in what they do and it shows in their work product.

Andy Katz
Andy Katz VP & Chief Business Officer at Celula, Inc

Cabrillo Advisors provided a thorough financial analysis for Celula. The team is thoughtful, efficient, and responsive.

Metin Bayram
Metin Bayram Director of FEC and High Speed Modems Business Area at TrellisWare Technologies, Inc

We used Cabrillo for business valuation services two years in a row. I personally worked both with Wade and his colleagues. I was very impressed with their level of expertise and attention to detail. They were easy to work with and very flexible to accommodate our hectic schedules and requirements. They were always very responsive and I was very happy with their work. Looking forward to working with them again.

Kevin O’Hare
Kevin O’Hare CFO, 3E Company

The 3E Company, the leading provider of EH&S product and regulatory compliance data and outsourced service based solutions, had commissioned Cabrillo Advisors to provide valuation services and advice during the second half of 2009. Led by its founder Wade Hansen, the Cabrillo team of professionals impressed 3E with their intelligence, market savvy and experience along with their efficient use of time and resources in delivering a high quality and well-balanced 409A analysis. I would highly recommend Wade Hansen and his team at Cabrillo Advisors.

Breaking Now
View All
View All
We’re Here to Help

Contact us today to see how we can help you find the right solution for your financial needs.