Testimonials from our Clients

Working with the Towne Advisory team was an exceptional experience. They brought a level of thoroughness and professionalism that went far beyond just the numbers. Their ability to understand our business model and provide strategic guidance made all the difference in our valuation process. We could not have hoped for a better outcome, and they were a delight to work with. Looking forward to our next project with them.

Towne Advisory Services delivered an outstanding valuation experience for the Streets2Schools (S2S) team. From start to finish, their professionals were thorough, timely, and exceptionally supportive. They didn’t just complete the valuation, they mentored our team through each step of the process, ensuring we clearly understood both the methodology and the final results. What truly set Towne apart was their accessibility and professionalism. They were readily available to answer questions before, during, and after the service window, and they did so with patience, clarity, and genuine partnership. Their team is not only highly competent but also a pleasure to work with. We are grateful for their expertise and would confidently recommend Towne Advisory Services to any organization seeking a rigorous and well-supported valuation engagement.

I’ve had a great experience working with Towne Advisory. Ben, Edmund, and the rest of the team are always a pleasure to partner with and make updating our 409A valuation simple and straightforward. They’re extremely knowledgeable, provide valuable insights, and move quickly. Their pricing is reasonable given the depth of expertise they bring. Highly recommend!

I had an excellent experience working with Towne Advisory Services Corp. The personalized approach made me feel like they truly understood my company and unique circumstances. Their collaborative process was seamless, making everything easy and efficient. They were caring and thoughtful throughout, and the valuation they provided feels fair and informed. I would highly recommend their services.

I was introduced to Ben by my CPA. I had met two other valuation services firms before I met Towne, and the process seemed more onerous and bureaucratic than it needed to be. Ben quickly got to the essence of the matter, and ran a fairly seamless process to get it done. I am grateful for his team’s work and would highly recommend this service.

I cannot say enough good things about Towne Advisory and especially Ben Towne. In 2018, Ben guided us through the complex process of buying a business, and his expertise and dedication were invaluable. His deep understanding of the market ensured that we made a smart and successful purchase.

Recently, Ben went above and beyond by assisting our son with the valuation of a meal prep business he was looking to acquire. His consultation was thorough and insightful, showcasing his genuine commitment to helping his clients and their families succeed.

Ben Towne’s professionalism, knowledge, and generosity make him an exceptional advisor. We highly recommend Towne Advisory to anyone looking for expert guidance in business acquisitions and valuations. We are excited to use Ben’s services again for our next acquisition. Thank you, Ben, for all that you’ve done for our family!

Ben, Alan and the Towne Advisory team were instrumental in preparing my business for sale, ensuring that I made the right moves through a complex negotiation and diligence process. The outsourced accounting assistance was a tremendous help for us to get through due diligence quickly and accurately.

If I had to do it all over again, I would choose the Towne Advisory team as my trusted M&A Advisors every time.

Ben is an excellent resource for valuation of business entities. He’s helped many of my clients, and I am also an extremely satisfied client. Ben is a great person who helps make the process easier to navigate and explains each step as he works through the project. I highly recommend his company.

Ben and his team produced stellar work that was beneficial to our company in a pivotal moment. They approached the valuation analysis in a thoughtful and systematic manner and were collaborative throughout the entire process. I would certainly recommend working with Towne Advisory.

We first engaged Towne Advisory to determine the value of McLarney Construction, in support of a change in the composition of ownership. We re-engaged Towne Advisory six years later for a similar effort in support of a further change in ownership composition. Beyond fulfillment of the requirement, the Towne Advisory Team truly served as advisors. In collaboration with our CPA, they challenged our current thoughts and pre-conceived notions, provoking thought and in some cases change. By helping us analyze alternative options, they helped affirm that utilization of our model, which was originally created in collaboration with Towne Advisory, remained our best choice. The strength of my advocacy for Towne Advisory is demonstrated by the frequency I refer them to others.

Ben and his team recently assisted us in determining the value of our firm as we expanded company ownership. This determination was complicated by the fact that recent financial history was influenced by the impact of Covid. They approached the problem from multiple angles and provided us with a value and rationale that satisfied the needs of all stakeholders including buyers, sellers and the IRS. The work was on time and on budget. Will absolutely use them again as this need arises.

We have worked with Towne Advisory many times in the past and plan to continue working with them in the future. Ben and the Towne Advisory team always show a clear understanding of the dynamics and cycles of our business. Their deep understanding of technology services and the SaaS industry, in particular the nuances of this business, help in translating business parameters into practical valuation. Their practical knowledge has made working together easy and pleasant. The team is always polite and patient during meetings, offering a consultative approach to collecting information and often identifying hidden value within our business. Other large consulting firms and law firms have often affirmed what we see first hand, that the work done by Towne Advisory is first rate.

Wanted to send a quick note of appreciation for your great work in preparing our 409A valuation! Your entire team really took the time to understand our company’s inner workings and we were amazed at how ‘painless’ the entire process was throughout. In the end, you created a detailed, professional and quite thorough analysis that was perfect for our needs. And as a smaller business enterprise, we especially appreciated the efficient and cost-effective way you were able to accomplish what you did. Thank you for a job well-done… We couldn’t recommend Towne Advisory more highly to any company in need of valuation services.

I wanted to thank you for the great job in evaluating a unique and challenging business. The detail and back up information you supplied to the partners clearly showed the points you were making and expedited the close out and a fair valuation of our company. I was very impressed with the amount of data and the presentation of that data on the report. Would highly recommend your firm to my colleagues and friends.

Working with Ben and his team was a pleasure and a learning experience. Ben’s team knows their stuff when it comes to the nuts and bolts of company valuations, but Ben’s ability to explain the nuances of the valuation to an entrepreneur, adds another dimension – education – to the service. Ben has the ability to recognize and consider the intangibles that are always in play, particularly when there is innovation involved.

Towne Advisory recently performed a business valuation for our company. This was the fourth valuation I’ve gone through over the years. Towne did the best overall job and came up with a reasonable valuation for our company. Ben and his team were smart and professional yet approachable. They used sophisticated methods but communicated to us in plain English. From the start they told us exactly what they were going to do. They explained their methodologies, what they needed from us, and the timeline and milestones for the project. They then proceeded to do exactly what they said they would do. There were no surprises from their processes.

We are a small, family business and our valuation was for estate purposes. Ben understands the complexities of valuations involving family businesses. I appreciate the personal approach he took in working with us. Ben made a complicated process palatable with a smart team, good organization, and strong reasoning abilities.

I give Ben Towne and his team my highest recommendation. I would not hesitate to use them in the future or recommend them to anyone who needs a business valuation performed.

My husband and I are owners of a small business in the Bay Area. Upon another business owner’s recommendation, we reached out to Ben Towne to guide us in the decision-making process of acquiring another small company in our industry. Ben was able to meet with us quite quickly (we had a time constraint), requested the necessary reports, and then walked us through the complex (for us!) process of determining if this was the right move for our company at that time. Neither my husband nor I have a background in accounting and we were greatly relieved when we realized that Ben was a natural at explaining the numbers, the terms, and the process. We have never felt that he is impatient or surprised at what we don’t know! We were able to make this important decision within a month, and have felt it was the best decision we could make – not buying the business, AND consulting with Ben! Since that time, we have consulted with Ben on a regular basis. We are bringing the next generation into the company, and so Ben he consults with all of us at quarterly intervals to look at financial reports and identify key issues important to our team.

I’ve worked with Ben closely for a number of years on start-up, VC and brick and mortar companies. He demonstrates a high degree of technical ability and communicates clearly. He gets to the most important issues and understands the true motivations of clients.

Towne Advisory has been paramount to the success of our business by assisting us with company financial projections and helping to analyze our complex capital structure. We count on Towne for honest and accurate information. Anytime I have come with a question they are quick in their response and offer a comprehensive answer that includes multiple ways to approach the question. I highly recommend Towne Advisory to anyone looking for a trustworthy financial consultant.