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About Us

  • About Us
  • Our Team
  • News and Insights
  • Careers

Advisory

  • Advisory
  • Valuation Dispute Advisory

Accounting Services

  • Technical Accounting
  • Audit Readiness and Support
  • Interim Controller/CFO Services
  • Cabrillo Compliance
  • R&D Tax Credit

Valuation

  • Financial Reporting
  • Tax & Compliance
  • Transaction Opinions

Our Team

  • Wade Hansen – Chairman & CEO
  • Dean Colvin
  • Lynn Sommer
  • Gadiel Morantes
  • Gordon Lin
  • Celeste Asbury
  • Duyen (Julia) Nguyen
  • Carey Delia
  • Han Le
  • Jonathan Schlesinger

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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 combining our expertise with your knowledge of your company and industry can lead to us to the right solutions.

Testimonials

Cabrillo Advisors assisted us with a unique project 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.

Tom Proulx,Chairman at Netpulse

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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.

Jonathan Cook,Controller at Instructure

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

Patti Pao,Founder & CEO at Restorsea

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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.

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

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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.

Greg Tibbitts,CFO at Accriva

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Our Company began using Cabrillo Advisors last year to perform 409a work. This year our Company began a process to confidentially file an S-1 registration statement that involved very tight deadlines for producing FMV and Warrant Liability valuations. Not only did Cabrillo Advisors meet the deadlines, but they responded to questions from auditors/others on virtually a 24/7 basis. Senior Cabrillo Principals even participated in calls with Board members and investors to resolve various questions after the project concluded. The Company would be way behind its goals if Cabrillo Advisors were not its partner."

CFO,Biotech

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We found the team at Cabrillo Advisors to be very dedicated and responsive to client needs.

VP,Hardware Communications Company

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Cabrillo Advisors has been highly collaborative and responsive to the valuation needs of multiple private biotech companies that I have started. They have become one of the 'go to' advisors in this space.

CEO,Serial Biotech Entrepreneur

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We have partnered with Cabrillo Advisors on numerous occasions, and are currently using them for a recurring valuation project of a closely-held entity. We have a lot of confidence in their work product and have been pleased with their responsiveness.

President & Managing Partner,Investment Management Team

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The Board of Directors meeting was quickly approaching and we needed a service provider that could turn the analysis around quickly. Cabrillo's team was amazing and we were able to present the analysis in the meeting!

Sarah Lerche,CFO

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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.

Dilip Venkatachari,CEO at Compass Labs

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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.

John Robertson,Partner at Cooley LLP

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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.

Curtis Oscarson,Partner at Kunzler Law Group, PC

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

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

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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.

Franz Birkner,President and CEO at Rayspan Corporation

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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.

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

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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.

Dan Wood,General Partner at Mesa Verde Venture Partners

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Top notch, fast, easy to work with, just hire them.

Michael Cerda,CEO, CCBetty

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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...

Brady Berg,Member at Mintz Levin

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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.

Kevin O’Hare,CFO, 3E Company

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Austin - Boston - Los Angeles
New York - Palo Alto - San Diego
8895 Towne Centre Drive, Suite 105-619
San Diego, CA 92122
(858) 452-9500

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