Equinox Advisory Group LLC
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Welcome to Equinox Advisory Group, LLC

Equinox Advisory Group, LLC is a boutique financial advisory firm providing high quality, independent business valuation and other financial advisory services to middle-market companies in the California marketplace.

We specialize in the valuation and analysis of privately held companies and their underlying securities such as common and preferred stock, debt securities, and partnership and membership securities.

  • Equity securities: common stock, preferred stock, convertible stock, and restricted stock
  • Partnership securities: general partnership interests and limited partnership interests
  • Limited liability company securities: membership interests
  • Debt securities
  • Undivided interests in real property