VALUATIONS THAT EMPOWER
Sorbus Advisors LLC is a full service valuation advisory firm
For over 15 years, Sorbus Advisors LLC has been a full service valuation advisory firm supporting financial reporting and tax compliance needs of our clients. We value business interests, intangible assets, complex financial instruments, and portfolios of illiquid securities. Our industry focus is on technology, life sciences, business services, e-commerce, finance, and consumer product companies. We work with clients world-wide from our offices in the San Francisco Bay Area.
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Our Mission
Our mission is to help clients navigate the ever growing complexities of global regulatory and transaction environment. With state‐of‐the‐art valuation approaches we help craft financial statements, increase transparency, improve compliance, quantify economic impact of strategic transactions, and enhance corporate governance.
Why Sorbus
We position ourselves as a strategic partner that fulfills all your valuation needs. Our teams provide unparalleled technical expertise, seamless execution, and outstanding client service. Our clients enjoy complete support, from project planning through execution and review by third party observers. We minimize the time you spend on a project, while providing predictability and control.
Our Technology
We are engaged in continuous development of web and software technology tools to add depth and quality to our valuations. Our technology supports every valuation project, while delivering insights from financial market data and regulatory filings.
SERVICES
PROFESSIONALS
Sorbus professionals offer significant experience in many valuation disciplines such as intangible assets, financial instruments, business valuations, and portfolio valuations.
Max is a Principal at Sorbus Advisors LLC with over 20 years of valuation advisory experience. His valuation work is critical in financial reporting, tax compliance, and facilitating conversations among strategic partners. Max concentrates on financial reporting, tax compliance, and strategic planning valuations of business interests, intangible assets, and financial instruments.
Prior to Sorbus, Max held senior positions with valuations services teams at KPMG and Armanino. His clients ranged from early-stage start-ups to multinational public corporations. In addition to his extensive track record in the accounting industry, Max brings years of strategic valuation experience with in-house and Wall Street teams of Ligand Pharmaceuticals, Rodman & Renshaw, and Wachovia Securities.
Max received his MBA in Finance from the University of Southern California, Marshall School of Business. He holds B.S. and M.Sc. degrees in Applied Physics and Mathematics from the Moscow Institute of Physics and Technology and an M.Sc. degree equivalent in Molecular Biology from Mount Sinai School of Medicine in New York. Max is a Chartered Financial Analyst (CFA) Charterholder.
Max was born in Kharkiv, Ukraine, and landed on Staten Island, New York in 1993. Avid trail runner and inspired surfer, he lives with his wife and two children in the beautiful San Francisco Bay Area.
