Portfolio Valuations

Sorbus Approach

As global trends move toward broader adoption of Fair Value measurements, regulatory guidance becomes increasingly important for the compliance with reporting standards demanded by various stakeholders. Sorbus professionals provide financial service firms with knowledge and processes designed to manage a diverse set of valuation challenges.

We thrive on building consultative partnerships with clients. Beyond providing accurate opinions of value, Sorbus Advisors helps clients achieve comfort with and understanding of valuation approaches in the context of tax and financial reporting requirements.

The benefits of working with us a boutique firm extends beyond mere cost savings, as we offer faster execution, flexibility in setting valuation policies, and continuous access to senior team members not available with larger valuation firms.

Validation Services

Our services broadly cover valuation policy development and valuation of portfolio holdings including:

Consumer loans, secured and unsecured for originators and fund managers
Preferred and common equity
Warrants, options, and other equity derivatives
Fixed income securities
Restricted shares
Valuation services to portfolio companies



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Schedule a Call

Most new projects will require a brief introductory conversation. Unless you are a returning client asking for an update to a old valuation, please use the calendar below to schedule a call with us:

Send a Message

We are located in the San Francisco Bay Area, while our clients cover much broader geography, from Southern California to the East Coast and Europe. Please contact us with questions and inquiries. Also, feel free to stop by on your way to the beautiful Sonoma or Napa Valley.

Schedule a Call