Valuation
Strategic Consulting

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

Strategic Consulting
Strategic Consulting
Strategic Consulting
title

Acquisition Advisory

 

Strategic Advisory

 

Board Advisory

 

Dispute Advisory

 

Tax Restructuring

 

Intellectual Property

Where Cabrillo Partners with Advisors and their Clients
Internal Planning

“What is my company worth?” – Internal planning, responding to an acquisition inquiry, or in preparation for a new fundraising round

Buyouts

Investor/partner buyouts or buy/sell agreements

Startup Companies

Startup companies looking to incentivize management through the issuance of stock options (409a)

IP Transfers

Intellectual Property transfers and divestitures/spinoffs/carve-outs

Internal Planning

“What is my company worth?” – Internal planning, responding to an acquisition inquiry, or in preparation for a new fundraising round

Buyouts

Investor/partner buyouts or buy/sell agreements

Startup Companies

Startup companies looking to incentivize management through the issuance of stock options (409a)

IP Transfers

Intellectual Property transfers and divestitures/spinoffs/carve-outs

Strategic Consulting

What we do

Cabrillo provides a full suite of valuation services for individuals and public and private companies, all conducted in accordance with tax, accounting and valuation standards (IRS, AICPA, GAAP, IFRS, USPAP)

We’re Here to Help

Companies are faced with numerous financial decisions, many of which are one-time events. At Cabrillo Advisors, we know that the combination of our expertise with your knowledge of your company and industry can lead to optimal solutions.