Insights

Emerging Valuation Leader Advent Valuation Advisors is positioned as a growing boutique firm recognized as a Top 10 Emerging Valuation Services Company for 2022, suggesting strong potential for expansion through referrals, partnerships, and targeted outreach to mid-market clients seeking specialized valuation and intangible asset services.

Niche Expertise With focus on business valuations, intangible asset appraisals, and strategic planning, the company serves closely-held businesses, professional practices, and equity interests, presenting opportunities to cross-sell advanced valuation, litigation support, and performance-based compensation consulting to owners planning exits or financing.

Targeted Financing Outreach Strategic planning capabilities that support debt or equity financing and exit strategies indicate potential collaboration with CPAs, financial advisors, and funding sources for startups and growth-stage firms seeking capital, valuations for financing rounds, or strategic pivots.

Manage Risk Revenue Valuation reviews and litigation support offerings present a channel for expanding into expert witness support, due diligence facilitation, and error-identification services for clients facing disputes or M&A transactions, appealing to law firms and corporate clients.

Technology-Driven Growth Minimal but modern tech stack (WordPress, SEO tools, analytics, maps) suggests room to scale marketing and client onboarding through targeted digital campaigns, content marketing around valuation scenarios, and enhanced client portals to attract larger regional or national opportunities.

Similar companies to Advent Valuation Advisors

Advent Valuation Advisors Tech Stack

Advent Valuation Advisors uses 8 technology products and services including WordPress Super Cache, RSS, Font Awesome, and more. Explore Advent Valuation Advisors's tech stack below.

  • WordPress Super Cache
    Caching
  • RSS
    Content Management System
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • Google Maps
    Maps
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers

Advent Valuation Advisors's Email Address Formats

Advent Valuation Advisors uses at least 1 format(s):
Advent Valuation Advisors Email FormatsExamplePercentage
FLast@adventvalue.comJDoe@adventvalue.com
100%

Frequently Asked Questions

Where is Advent Valuation Advisors's headquarters located?

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Advent Valuation Advisors's main headquarters is located at 11 Racquet Road Newburgh, New York 12550 United States. The company has employees across 1 continents, including North America.

What is Advent Valuation Advisors's phone number?

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You can contact Advent Valuation Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advent Valuation Advisors's official website and social media links?

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Advent Valuation Advisors's official website is adventvalue.com and has social profiles on LinkedIn.

What is Advent Valuation Advisors's SIC code NAICS code?

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Advent Valuation Advisors's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Advent Valuation Advisors have currently?

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As of May 2026, Advent Valuation Advisors has approximately 2 employees across 1 continents, including North America. Key team members include Partner: L. B.Director/ Independent Business And Asset Valuation Services: S. N.Director: W. M.. Explore Advent Valuation Advisors's employee directory with LeadIQ.

What industry does Advent Valuation Advisors belong to?

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Advent Valuation Advisors operates in the Financial Services industry.

What technology does Advent Valuation Advisors use?

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Advent Valuation Advisors's tech stack includes WordPress Super CacheRSSFont AwesomeGoogle Fonts APIGoogle MapsYoast SEOBootstrapNginx.

What is Advent Valuation Advisors's email format?

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Advent Valuation Advisors's email format typically follows the pattern of FLast@adventvalue.com. Find more Advent Valuation Advisors email formats with LeadIQ.

When was Advent Valuation Advisors founded?

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Advent Valuation Advisors was founded in 1991.
Advent Valuation Advisors logo

Advent Valuation Advisors

Financial ServicesNew York, United States2-10 Employees

Advent Valuation Advisors is a financial services firm based in Newburgh, New York, offering professional valuation and advisory services. The firm focuses on business valuations, intangible asset appraisals, and financial consulting designed to identify, enhance, and protect business value for owners and their advisers. Its work covers valuations of equity interests in closely held companies, professional practices, and partnership interests, with services delivered on a confidential basis to support various purposes and stakeholders. In addition to valuations, the firm provides appraisal reviews to help litigants verify accuracy and avoid misleading analyses, and strategic planning to analyze market opportunities, develop operating plans, and project income and cash flow. The company serves a range of clients from startups seeking financing to established businesses exploring exit strategies, and it operates within the broader financial services industry. A recent development noted is recognition as a Top 10 Emerging Valuation Services Company for 2022 by CFO Tech Outlook.

Section iconCompany Overview

Headquarters
11 Racquet Road Newburgh, New York 12550 United States
Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Advent Valuation Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Advent Valuation Advisors's revenue is estimated to be in the range of $1M$10M

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