Financial Consulting
Decisions Grounded
in Core Value
We partner with businesses and investors to uncover true financial worth — delivering clarity, strategy, and confidence at every stage of your journey.
200+Engagements
15+Years Experience
98%Client Retention
What We Do
Advisory Built on
Substance
From business valuation to strategic financial planning, every engagement is approached with analytical rigor and deep industry knowledge.
01
Business Valuation
Comprehensive valuation analyses for M&A, litigation support, tax planning, and financial reporting — grounded in defensible methodology.
02
Transaction Advisory
Expert financial due diligence and deal structuring to ensure you enter every transaction with full clarity on risk and opportunity.
03
Strategic Planning
Forward-looking financial strategy aligned with your business objectives — from capital allocation to long-term growth planning.
Our Foundation
Principles That
Define Our Work
- 01
Analytical Integrity
Every conclusion rests on verified data and sound methodology — never assumptions or convenience.
- 02
Client-First Counsel
Our advice is shaped entirely by your interests. We have no conflicts, no agendas — only your outcomes.
- 03
Lasting Relationships
We invest in understanding your business deeply, becoming a trusted partner across every financial decision.
"
Core Value Advisory brought a level of precision and strategic depth that fundamentally changed how we approached our acquisition. Their valuation work was impeccable.
Managing Director — Private Equity
About Us
We Bring Clarity
to Financial Complexity
Core Value Advisory was founded on a simple belief: that every financial decision deserves rigorous analysis, honest counsel, and deep expertise. We work as a true extension of your team.
Our Story
Built on Expertise
and Trust
Core Value Advisory was established to provide businesses, investors, and legal professionals with objective, high-quality financial consulting. Our team brings together decades of experience across valuation, M&A advisory, and strategic finance.
Based in Sheridan, Wyoming, we serve clients nationally — delivering the kind of thorough, independent analysis that major decisions demand.
15+
Years of Experience
200+
Completed Engagements
Our Team
The People Behind
Every Analysis
Greg Kim
Founder & Principal Advisor
Over 18 years of experience in business valuation and M&A advisory across technology, healthcare, and industrial sectors.
Sarah Lee
Director, Transaction Advisory
Specializes in financial due diligence and deal structuring for mid-market transactions, with a focus on private equity backed companies.
Michael Reeves
Senior Analyst
Financial modeling and valuation specialist with expertise in DCF analysis, comparable transactions, and market-based approaches.
"
Their valuation work gave us the confidence to close a complex deal at the right price. Thorough, professional, and always available when we needed them.
CFO — Mid-Market Manufacturing Company
Services
Advisory Services
Tailored to Your Goals
From rigorous business valuations to strategic financial counsel, every service we offer is delivered with precision, independence, and a focus on your outcomes.
01 — Valuation
Business Valuation
Defensible, court-ready valuations for any purpose — from M&A and investor reporting to estate planning and litigation support.
- Fair Market Value Opinions
- Minority / Controlling Interest Analyses
- Purchase Price Allocations
- Goodwill Impairment Testing
- Litigation Support & Expert Testimony
02 — Transactions
Transaction Advisory
End-to-end advisory for acquisitions, divestitures, and capital raises — ensuring every deal is structured to maximize your position.
- Buy-side & Sell-side Due Diligence
- Deal Structuring & Negotiation Support
- Quality of Earnings Analysis
- Working Capital Analysis
- Post-merger Integration Planning
03 — Strategy
Strategic Planning
Financial strategy that aligns with your long-term vision — from capital structure optimization to growth scenario modeling.
- Long-range Financial Forecasting
- Capital Allocation Strategy
- Scenario & Sensitivity Analysis
- KPI Framework Development
- Board & Investor Presentations
04 — Modeling
Financial Modeling
Custom-built financial models designed for clarity and flexibility — built to inform decisions, not just report history.
- Three-Statement Models
- DCF & LBO Models
- Budget vs. Actuals Tracking
- Project Finance Models
- Operational Driver Models
"
Their valuation work gave us the confidence to close a complex deal at the right price. Thorough, professional, and always available when we needed them.
CFO — Mid-Market Manufacturing Company
Contact
Let's Start a
Conversation
Whether you're planning an acquisition, need a valuation, or simply want to explore how we can help — we'd love to hear from you.
