Transaction & Valuation Advisory

Eton provides precise, reliable, and compliant independent valuations and transaction advisory services for corporations, investors, and stakeholders.

Our Transaction & Valuation Advisory Advantage

Eton Venture Services is a leading provider of independent valuation advisory services tailored to meet the diverse needs of corporations, investors, and stakeholders. Our team of experienced professionals is dedicated to delivering accurate, defensible, and objective valuations across a range of specialized services, helping clients make informed decisions, comply with regulations, and effectively manage risk.
Industry Leading

Our team constantly monitors updates from regulatory bodies such as the U.S. Securities and Exchange Commission, the Financial Accounting Standards Board, and the International Accounting Standards Board. We actively provide input to these organizations as they develop implementation guidance and new financial reporting rules with valuation implications.

Tailored Approach

We have established best practices for valuation procedures specific to diverse portfolios. Our team takes the time to understand the intricacies associated with each engagement, ensuring a tailored approach that meets your unique needs.

Proven Track Record

Our experts understand the complexity of transactions, and have a proven track record in helping clients gain confidence through superior valuation and advisory services. Our experience across various business valuation services powers our ability to offer comprehensive and trusted advisory services.

Unparalleled Expertise

Founded by securities lawyers from top law schools / law firms and staffed with finance professionals trained by the Big Four and other prominent financial services firms, Eton brings intellectual and quantitative rigor unmatched by others.

"As a former Gunderson lawyer, I co-founded Eton to bring the rigor and efficiency of corporate securities law into the specialized fields of transaction opinions, succession planning, and other valuation advisory services. I am incredibly proud of our global team of Big 4-trained CFAs, who are not only experts in their field but also dedicated practitioners of our ethos of unparalleled client service.

Our primary goal is to deliver defensible, robust, and timely transaction opinions and succession plans, crafted to navigate the complexities of each unique situation, all while avoiding the inefficient back-and-forth that is all too common in our industry. At Eton, exceptional client service is not just a practice; it is our core belief. We are committed to consistently exceeding the standard, offering extraordinary value to every client as they navigate their critical transactions and plan for the future."

Chris Walton, JD
President & CEO
Eton Venture Services
Previously at Gunderson Dettmer / Stanford Law

Eton's Transaction & Valuation Services Include

Quality of Earnings Analysis

We assist clients in evaluating the sustainability of a company's earnings through a comprehensive analysis of financial performance. By examining factors such as revenue recognition, expense management, working capital, and non-recurring items, we provide a clear understanding of the company's true earnings power. This in-depth assessment is crucial for informed decision-making during mergers, acquisitions, and other strategic transactions, enabling clients to identify potential risks and make better-informed investment decisions;

Shareholder & Succession Planning

We offer expert guidance on business valuations, tax planning, and wealth management strategies tailored to shareholders and business owners. We help clients navigate the complexities of succession planning by addressing critical factors such as ownership structure, management continuity, and family dynamics. Our comprehensive approach ensures a seamless transition that preserves the company's value, minimizes tax liabilities, and safeguards the financial well-being of all parties involved;

Transaction Opinions

Our professionals, including founders with strong transactional legal experience, offer unbiased and well-supported fairness and valuation opinions for clients involved in mergers, acquisitions, divestitures, and other strategic transactions. Our in-depth analysis and extensive legal expertise ensure that the terms of the deal are fair and reasonable. By providing clients with accurate valuations and comprehensive transaction advice, we facilitate successful outcomes that protect their financial interests and foster growth opportunities;

Litigation and Dispute Valuation

Our skilled team, including founders who are actively licensed attorneys, provides expert valuation services in complex litigation and dispute scenarios. We specialize in handling shareholder disputes, marital dissolutions, and damage quantification, among other contentious situations. Our comprehensive analysis and in-depth understanding of financial and legal complexities equip clients with the necessary insights to build a robust case. By offering accurate and defensible valuations, we help clients effectively resolve disputes and safeguard their financial interests;

Solvency Opinions

We offer independent, objective solvency opinions to support clients in evaluating the financial feasibility of transactions, such as leveraged buyouts, dividend recapitalizations, and other corporate restructurings;

Bank Collateral Valuation Opinions

We assist banks and financial institutions in determining the appropriate collateral value of assets, such as real estate, machinery, and equipment, to secure loans and manage risk effectively;

Valuation of Intellectual Property

Appraise intellectual property assets, such as patents, trademarks, copyrights, licenses, and customer lists, which are critical components of many M&A transactions.

Transaction Opinions

We specialize in valuing intellectual property assets, such as patents, trademarks, copyrights, and trade secrets, helping clients maximize the value of their IP portfolios and make informed strategic decisions; and

Strategic Advisory and Transaction Support

Our team provides comprehensive advisory services throughout the transaction lifecycle, from initial strategy formulation to post-transaction integration, ensuring that clients achieve their business objectives.

Testimonials

Talk to Us

Trusted By Over 1,000 Companies

FAQs

How does Quality of Earnings Analysis help in decision-making during mergers and acquisitions?

Quality of Earnings Analysis provides a clear understanding of a company’s true earnings power. By examining factors such as revenue recognition, expense management, working capital, and non-recurring items, clients can identify potential risks and make better-informed investment decisions.
Solvency Opinions provide an independent, objective assessment of a company’s financial feasibility in transactions such as leveraged buyouts, dividend recapitalizations, and other corporate restructurings. The opinions help clients evaluate the financial feasibility of these transactions and make informed investment decisions.
Transaction Opinions involve unbiased and well-supported fairness and valuation opinions for clients involved in mergers, acquisitions, divestitures and other strategic transactions. The in-depth analysis and extensive legal expertise ensure that the terms of the deal are fair and reasonable. By providing clients with accurate valuations and comprehensive transaction advice, Transaction Opinions facilitate successful outcomes that protect their financial interests and foster growth opportunities.
Valuation of Intellectual Property involves the assessment of intellectual property assets such as patents, trademarks, copyrights, and trade secrets. The process typically includes analyzing factors such as the market demand for the IP, its uniqueness, and its potential for future revenue.
Strategic Advisory and Transaction Support provide comprehensive advisory services throughout the transaction lifecycle, from initial strategy formulation to post-transaction integration. The service helps clients achieve their business objectives by providing tailored guidance and support at every step of the process.

Featured Insights