Towne Advisory Services Corp.

Our mission is to enable our clients to achieve outstanding results in their businesses with objective and rigorous data analysis and valuations.

We see our clients as partners.
We listen. We communicate. We educate.

We founded this business to provide for the sustainable well-being of our people and their families and to do the same for our clients and their families.

Meet Our Team

Ben Towne

Ben Towne

Principal

After a career as a CPA in Silicon Valley accounting firms, Ben founded Towne Advisory in 2013 dedicated to providing high-quality valuation work to a variety of businesses. He is a San Jose native and a proud SJSU Spartan, receiving the College of Business’s top award (Alpha al Sirat). He has taken leadership roles in the California Society of CPAs including serving as the President of the Silicon Valley chapter in 2010 and present service on the Forensic Services Section Steering Committee and Business Valuations Section leadership. When he’s not helping business owners reach their goals, he’s shuttling the kids around town or going to San Jose Sharks hockey games with his wife, Erika.

Alan Yang

Alan Yang

Principal

Alan has 15 years of experience in leading outsourced accounting teams for startups and venture capital funds. Prior to his career in outsourced accounting, he worked in Deloitte Audit and PricewaterhouseCoopers Tax. His unique experience brings a thorough approach to leading a finance team for early-stage companies in planning out all stages of growth and exit events. He takes special pride in knowing that the financial frameworks and controls that he has implemented over the years are still in place and enabling sustained business growth. His experience spans across various sectors including SaaS, FinTech, Biotech, Hardware, and CPG. Alan has a B.A. in Business Management Economics from UC Santa Cruz. In his personal life, Alan enjoys travel, scuba diving, and great teeth (his wife Janice is a dentist).

Kelly Yang

Kelly Yang

Client Success Manager

Kelly joined the TASC team August 2019 as a Business Administrator. Kelly graduated from UC Berkeley with an Economics degree and spent her early career as a retail buyer. In her spare time, she is an avid fitness enthusiast and personal trainer, and loves to travel.

Monica Chavez

Monica Chavez

Assistant Controller

Monica has over 10 years of accounting experience with a focus in manufacturing, SAAS and medical device industries. Monica has experience auditing financial statements and has also worked in the private sector. She holds a Bachelor’s Degree in Global Economics from UC Santa Cruz and a Master’s in Accounting from Cal State University East Bay. Outside of work, Monica is a proud mom of two young boys and two beagles. She has never shied away from a DIY home improvement project and actively volunteers at her community church.

Aleta Hall

Aleta Hall

Accountant

Aleta Hall has over 30 years of Accounting Experience. She joined the Towne Advisory team in 2021. She received her Bachelor’s from Texas A&M University and a Master’s Degree from Ashford University in Business Administration and Finance. Aleta is a Texas girl that loves the San Francisco 49ers. She is also an avid fitness enthusiast who loves Zumba and Boot Camp classes.

Our Specialties

Business Valuation Services

We demystify your company’s valuation process.

Business Appraisals

We dig deep and conduct comprehensive due diligence.

Start-up & 409A Valuations

409A valuation gives your company “safe harbor”.

Outsourced Accounting & Financial Services

Get CFO expertise and guidance without the full-time CFO salary.

Venture Capital Fund Admin & Valuation

Ensure that all investments are properly vetted and valued.

Exit & Succession Planning

It all starts with a simple yet profound question. “What does success look like to you?”

Outsourced Accounting for fast-growing companies

Outsourced accounting and CFO services help you stay focused on growing your business.

M&A Advisory Services

Assess opportunities and identify risks to make sure there are no skeletons in the closet.

CONTACT US TODAY

We listen. We communicate. We educate.

 

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