Valuation Services Boutique valuation firm specializing in software and intellectual property valuations for various corporate needs, presenting an opportunity to upsell expanded IP valuation services, including patents, copyrights, trademarks, and trade secrets.

Strategic Fit Small to mid-size companies as well as Fortune 500 clients seek precise, credible valuations for investment, tax reporting, capital budgeting, property tax, and capital raising, indicating cross-sell potential to broader financial advisory services.

Geographic Reach Operations with offices in Indianapolis and San Jose suggest coverage across Midwest and West Coast markets, enabling targeted outreach to tech hubs and states with active IP-heavy industries.

Tech Enablement Tech stack includes WordPress, Webpack, module federation and cloud tools, signaling readiness for scalable client portals, digital deliverables, and potential integration opportunities with clients’ tech stacks.

Revenue Range Current revenue in the range of ten to twenty-five million positions Pellegrino & Associates as a mid-market player, offering opportunities for strategic partnerships, referrals, and expanded service lines with larger clients.