ESOP Valuations

A significant amount of our work involves Employee Stock Ownership Plans, or ESOPs.

409A 123r

Companies request a 409A valuation to determine the value of the equity

Purchase Price Allocation

FAS 141 /ASC 805 refers to the GAAP reporting required for business combinations

Gift And Estate Tax

Omega Valuations has provided numerous valuations for estate and tax planning purposes.

FLP Valuations

Although a sub-section of the estate and tax panning spectrum, the valuation of Family Limited Partnerships

Buy Sell Agreements

Omega Valuations typically enters into consulting engagements with business owners in order to establish

Estimation Of Personal Goodwill UnderSection 1060

Separating and allocating value towards Personal Goodwill from Enterprise

Fairness Opinions And Solvency Opinions

Fairness Opinions are independent third party opinions provided by valuation

Welcome to Omega Valuations

Omega Valuations, Inc. is a leading financial consulting practice specializing in business valuations, business appraisals, and financial consulting. We are based in the San Francisco Bay area of Northern California and accept business valuation and financial consulting engagements from all areas of the United States.

With Omega you can be assured of three things:

  • Direct access to the principal appraiser in all the engagements

  • Unbiased, defensible, well documented comprehensive valuation opinions

  • Certified expertise. We bring a combination of professionalism, personal attention, industry expertise, practical approach and cutting edge technology to each of our valuation engagements.


We welcome referrals from firms that need to outsource valuation work or have conflicts preventing them from completing the work themselves. Please contact us to discuss the specifics of any referral engagements.