Gilbert Valuations

Certified public accountant in Portland, OR (show on map)

3.0

★★★☆☆

2 reviews

Business valuation and forensic accounting firm specializing in litigation support, IP valuation, and expert witness services.

Call (503) 276-1463

Navigate to Visit website

About

Gilbert Valuations specializes in business valuation, complex commercial litigation, intellectual property valuation, and forensic accounting. The firm works closely with attorneys and business owners to provide expert services related to business valuation as well as economic damages in many types of commercial litigation.

Established in 2006, it is one of the most experienced business valuation firms in the Pacific Northwest. Services include business appraisal for litigation, family law (divorce), mergers & acquisitions, estate and estate planning (gifting), and expert witness testimony. The firm has extensive experience defending conclusions in court and rebutting opposing experts, handling difficult or unusual circumstances across multiple industries.

Over three decades of combined experience in business valuation and forensic accounting

Actual transactional and industry expertise from buying and selling multiple businesses

Most respected business valuation credentials (ASA, ABV, CVA, CFF, CPA)

Over 1,400 businesses appraised combined

Unbiased, independent valuation advice with highest integrity

Exceptional customer service with timely results and personalized attention

Low overhead providing unrivaled value

Services

Business Valuation

Determining the value of closely-held companies, professional practices, partnerships, LLCs, and other business interests for marital dissolution, estate planning, shareholder disputes, employee options, sales, and business planning.

Three levels of written valuation reports Appraised over 900 businesses since 2002 Range from small home businesses to multi-national firms with $100M+ revenues

Litigation Support

Financial analysis for litigation including quantifying lost profits or lost business value, and expert witness testimony in state and federal court.

Expert witness testimony Arbitration, mediation, settlement negotiations, and trial support Experience across technology, finance, healthcare, manufacturing, retail, wholesale, service, and real estate

Forensic Investigations

Investigative accounting to establish causation of damages, uncover hidden assets or fraudulent conveyances, and detect fraud or embezzlement.

Advising lawyers on records to request Detecting fraud, embezzlement, and fraudulent conveyances Establishing causation of damages

Intangible Asset Valuations

Valuation of patents, copyrights, trademarks, brands, software, and other intangible assets for M&A, financial reporting, impairment testing, technology transfer, and legal disputes.

M&A valuation (SFAS 141, 141R) Fair value for financial reporting (SFAS 157) Impairment testing (SFAS 142) Technology transfer and legal disputes

Expert Witness Services

Representing valuation findings and opinions in legal settings including court, mediation, and arbitration.

Federal and state court testimony Mediation and arbitration representation Over 75 court appearances by Daniel Gilbert

Credentials & Certifications

CPA (Certified Public Accountant)

Since 2006

ABV (Accredited in Business Valuation)

CVA (Certified Valuation Analyst)

CFF (Certified in Financial Forensics)

ASA (Accredited Senior Appraiser)

Reviews

Rating

★★★☆☆

Reviews

"He accurate legal and just plain a pro."

Frequently Asked Questions

What services does Gilbert Valuations offer? +

Business valuation, litigation support, expert witness services, forensic investigations, and intangible asset valuations.

When was Gilbert Valuations established? +

Gilbert Valuations was established in 2006.

Where is Gilbert Valuations based? +

Gilbert Valuations is based in Portland, Oregon, and provides services primarily in Oregon, Washington, and California.

What credentials does Daniel Gilbert hold? +

Daniel Gilbert is a CPA, ABV (Accredited in Business Valuation), CVA (Certified Valuation Analyst), and CFF (Certified in Financial Forensics).

What credentials does Morgan Gilbert hold? +

Morgan Gilbert is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers.

How many business valuations has Daniel Gilbert performed? +

Daniel Gilbert has appraised well over 900 businesses since 2002, and over 1,000 since he began in 2002.

What industries does Gilbert Valuations serve? +

Technology, finance, healthcare, manufacturing, retail, wholesale, service, real estate, offshore manufacturing, pharmaceutical, and high-tech.

What is the firm's approach to business valuation? +

Gilbert Valuations combines over three decades of combined experience with actual transactional and industry expertise, providing unbiased, independent valuation advice with a focus on integrity and exceptional customer service.