Testimonials from our Clients

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.

Khanhvi Dang

CEO, Rhizoflora Inc (acq. Hawthorne Gardening Company)

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.

Ann Marshall Robbeloth, JD, MSW

Attorney, Law Offices of Ann Marshall Robbeloth

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.

Eli Melrod

CEO and Co-Founder, Solful

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.

Brett McLarney

President, McLarney Construction, Inc.

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.

Anne Bisagno

Co-Founder, Xantrion

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.

Hemant Asher

COO/CFO, Enquero (acq. by Genpact)

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.

David Faudman

CEO, Top Agent Network

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.

Brian Greene

President, BKG Consulting

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.

Gregory P. Luth, PhD., S.E., SECB, PhD

President, GPLA (acq. by DPR)

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.

Robert Shibata

President, Mt. Eden Floral Co, LLC

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.

Lynn Olivarri-Schmidt

Owner, Killroy Pest Control

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.

Anthony Matusich

CFO, Founder’s Circle

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.

April Vasquez

Chief Certification Officer, CCOF Certification Services, LLC

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