Matheson Financial Advisors is a corporate financial advisory and investment banking firm providing a broad range of services including business valuations, ownership transition planning, mergers and acquisitions consulting, and other advisory services. We are committed to the success of our clients, value our client relationships, and strive to earn the role of "trusted advisor" for years to come. We help clients think long-term about their firm's strategy and how to add value to shareholders.

The successful transfer of ownership interests depends largely on the appropriate valuation of the business and its securities. We perform skilled business valuations and take the extra step to help clients understand their shareholder value and learn how to maximize and ultimately achieve that value.

Business owners seeking liquidity or expanding ownership opportunities for key employees face many options - and often hurdles. We help firm leaders determine what alternatives are best for them, clear the hurdles, and balance the often conflicting goals of buyers and sellers with the capabilities of the firm itself.

Whether buying or selling a company, we serve as your financial advisor and advocate, and help navigate the entire process. We bring an experienced and unbiased perspective to help you weigh all the options and make the right decisions.