Insights

Growth Through Acquisition WilliamsMarston LLC has demonstrated active growth and expansion, evidenced by its recent acquisition of AIT Consulting Services and the addition of new strategic partners and leaders. This suggests a need for integrated valuation and advisory services to support ongoing mergers, acquisitions, and technical accounting projects.

Leadership Engagement With key executive promotions and new advisory board initiatives, WilliamsMarston is investing in high-level strategic thinking, creating opportunities to provide tailored advisory, risk management, and valuation solutions for their leadership team.

Tech-Driven Processes The company employs a variety of advanced technologies including NetSuite ERP, Bloomberg, and DocuSign, indicating an openness to innovative, tech-enabled solutions for financial analysis, automation, and workflow optimization.

Expansion in Finance Expertise WilliamsMarston is actively recruiting senior professionals in forensic accounting, valuation, and advisory roles to strengthen its service offerings, creating prospects for specialized financial consulting and software support services.

Market Positioning As a boutique firm within a competitive landscape featuring large players, WilliamsMarston emphasizes complex accounting and transaction advisory services, presenting partnership opportunities for niche financial software, industry-specific analytics, and growth-driven solutions.

Bay Valuation Advisors, LLC Tech Stack

Bay Valuation Advisors, LLC uses 8 technology products and services including Bloomberg, NetSuite ERP, Lightbox, and more. Explore Bay Valuation Advisors, LLC's tech stack below.

  • Bloomberg
    Accounting And Finance
  • NetSuite ERP
    Enterprise Resource Planning
  • Lightbox
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Slider Revolution
    Miscellaneous
  • DocuSign
    Miscellaneous
  • OpenResty
    Web Servers
  • prettyPhoto
    Web Tools And Plugins

Media & News

Bay Valuation Advisors, LLC's Email Address Formats

Bay Valuation Advisors, LLC uses at least 2 format(s):
Bay Valuation Advisors, LLC Email FormatsExamplePercentage
FLast@bayvaluation.comJDoe@bayvaluation.com
73%
Last@bayvaluation.comDoe@bayvaluation.com
27%
FLast@williamsmarston.comJDoe@williamsmarston.com
70%
First@williamsmarston.comJohn@williamsmarston.com
29%
LastF@williamsmarston.comDoeJ@williamsmarston.com
1%

Frequently Asked Questions

Where is Bay Valuation Advisors, LLC's headquarters located?

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Bay Valuation Advisors, LLC's main headquarters is located at 1 Kaiser Plaza Suite 1475 Oakland, California 94612 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Bay Valuation Advisors, LLC's phone number?

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You can contact Bay Valuation Advisors, LLC'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 Bay Valuation Advisors, LLC's official website and social media links?

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Bay Valuation Advisors, LLC's official website is williamsmarston.com and has social profiles on LinkedIn.

What is Bay Valuation Advisors, LLC's NAICS code?

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Bay Valuation Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Bay Valuation Advisors, LLC have currently?

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As of February 2026, Bay Valuation Advisors, LLC has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Partner: P. W.Senior Associate: C. O.Associate: D. R.. Explore Bay Valuation Advisors, LLC's employee directory with LeadIQ.

What industry does Bay Valuation Advisors, LLC belong to?

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Bay Valuation Advisors, LLC operates in the Financial Services industry.

What technology does Bay Valuation Advisors, LLC use?

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Bay Valuation Advisors, LLC's tech stack includes BloombergNetSuite ERPLightboxHubSpotSlider RevolutionDocuSignOpenRestyprettyPhoto.

What is Bay Valuation Advisors, LLC's email format?

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Bay Valuation Advisors, LLC's email format typically follows the pattern of FLast@bayvaluation.com. Find more Bay Valuation Advisors, LLC email formats with LeadIQ.

When was Bay Valuation Advisors, LLC founded?

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Bay Valuation Advisors, LLC was founded in 2008.

Bay Valuation Advisors, LLC

Financial ServicesCalifornia, United States11-50 Employees

Bay Valuation Advisors is a boutique valuation firm acquired by WilliamsMarston LLC in 2021. 
 
WilliamsMarston is a national leader in complex accounting, tax and valuation advisory services.  Founded in 2014, WM has more than 225 professionals and offices in Boston, New York, Atlanta, Dallas, Denver, Tucson, Southern California and the Bay Area.  The Firm advises public, private equity-backed and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring.  With a team of industry leading experts, WilliamsMarston is the CFO’s most trusted advisor through their most complex transactions and mission critical initiatives.  For more information, visit williamsmarston.com.

Section iconCompany Overview

Headquarters
1 Kaiser Plaza Suite 1475 Oakland, California 94612 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $1M

    Bay Valuation Advisors, LLC's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Bay Valuation Advisors, LLC's revenue is estimated to be in the range of $1M

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