Equinox Advisory Group LLC

About Us

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.

Our firm employs highly trained individuals with strong academic backgrounds.  Firm members hold graduate degrees in accounting and finance, and hold one or more professional designations in accounting, valuation, mergers & acquisitions, and portfolio management.

Our goal is to provide our clients with the highest quality service at affordable rates.  We encourage you to explore our website and to contact us to see how we may be able to assist you with your financial advisory needs.