Insights

Niche Valuation Advent Valuation Advisors specializes in focused business valuations, intangible asset appraisals, and financial consulting, presenting a targeted opportunity to engage owners of closely held businesses and professional practices seeking professional valuation support.

Litigation Support There is a potential cross-sell for appraisal review services to clients involved in disputes or litigation where valuation reports require independent validation and potential bias checks.

Strategic Planning Extend offerings to startups and growth-stage firms needing market analysis, cash flow projections, and performance-based compensation planning to attract financing or strategic exits.

Brand Credibility The recognition as a top emerging valuation services company enhances credibility with potential clients, creating a door-opening opportunity for partnerships with mid-market firms seeking trusted valuation partners.

Growth Readiness With revenue in the low seven-figure range and a lean team, there is an opportunity to upsell scalable services, including ongoing valuation surveillance, benchmarking, and advisory support for client portfolios expanding or seeking external funding.

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Advent Valuation Advisors Tech Stack

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

  • WordPress Super Cache
    Caching
  • Content Management System
  • E-commerce
  • JSON-LD
    Javascript Frameworks
  • Priority Hints
    Performance
  • HSTS
    Security
  • Sitelinks Search Box
    Web Tools And Plugins

Advent Valuation Advisors's Email Address Formats

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

Frequently Asked Questions

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.

How much revenue does Advent Valuation Advisors generate?

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As of September 2026, Advent Valuation Advisors's annual revenue is estimated to be $1M - $10M.

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

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

How many employees does Advent Valuation Advisors have currently?

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As of September 2026, Advent Valuation Advisors has approximately 1 employees across 1 continents, including North America. Key team members include 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 Cache, WordPress, Shopify, Mailchimp, JSON-LD, Priority Hints, HSTS and Sitelinks Search Box.

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 States0-1 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

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

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

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