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Eton's unparalleled service and expertise can deliver the valuation precision you or your business need

We’re Focused

We are experts at all types of valuations. We provide comprehensive, audit-defensible valuation services and advice to help privately held firms fulfill their regulatory and tax requirements. As an independent valuation provider without competing business lines, our work will withstand any safe harbor challenges.

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We’re Human

Our valuation reports are more than just a spreadsheet. Every engagement is performed by our team of highly trained lawyers, accountants, and Chartered Financial Analysts. Every client works with a dedicated relationship manager who takes the time to understand their unique challenges. And every valuation is customized to each client’s unique financial situation.

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We’re Better

We have thousands of valuations under our belt. Like most of the leading law, accounting and audit firms who call on us to help their clients, you can be confident in the valuations we deliver. Our reports offer the accuracy clients need to mitigate the risks of managing a private enterprise—and we produce them quickly and at a competitive price.

 Our Core Values

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Eton Venture Services: Your Trusted Partner in Portfolio Valuation and Financial Reporting Compliance

Periodic Valuations for Financial Reporting Compliance

 

At Eton Venture Services, we provide periodic valuations to assist clients in meeting financial reporting requirements. Our experts understand the complexity of valuing financial instruments such as illiquid equity, debt, and derivatives, and have a proven track record in helping clients gain confidence in their fair value reporting. We also offer insights into developing clients' policies and procedures to ensure compliance with GAAP, IFRS, and ASC 820 guidelines.

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Eton Venture Services is a leading provider of independent portfolio valuation services for investment and portfolio funds. Amid volatile markets, potential conflicts of interest, and regulatory changes, our seasoned professionals offer specialized expertise in financial reporting compliance, risk management, and asset valuation. We help you navigate the complexities of portfolio valuation while ensuring transparency, credibility, and adherence to industry standards and regulations.

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Experience the Eton Advantage

 

By partnering with Eton Venture Services, you gain access to a team of experts dedicated to helping you navigate the intricacies of portfolio valuation and financial reporting compliance with confidence. To learn more about how we can assist you with your valuation needs, please contact us today. Our team is eager to support you in achieving accurate, compliant, and transparent portfolio valuations. Join the ranks of industry leaders who have experienced the benefits of Eton's exceptional client service and valuation expertise.

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Mark to Market Valuation: Trustworthy and Transparent

 

With Eton Venture Services, you can rely on independent, objective, and well-documented advice that withstands scrutiny from all sides. Our defensible valuations comply with relevant reporting standards and policies, ensuring consistency and transparency while adhering to best practices.

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Tailored Valuation Process and Procedures

 

We have established best practices for valuation procedures specific to diverse portfolios. Our team takes the time to understand the intricacies associated with each engagement, ensuring a tailored approach that meets your unique needs.

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Expertise in Illiquid Investments

 

Our expertise extends to establishing and supporting the fair value for investments not regularly traded in public markets, including:

 

  • Senior and subordinated debt

  • Unitranche loans

  • First-out/last-out term loans

  • Convertible debt

  • Preferred and common stock

  • Warrants and options

  • Hybrid securities

  • Fixed income and interest rate derivatives

  • Structured products

  • Financial guarantees

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Serving a Wide Range of Clients

 

Eton Venture Services caters to a diverse range of clients, including:

 

  • Public and private business development companies (BDCs)

  • Private equity, private debt, and hedge funds

  • Collateralized debt and loan obligation companies

  • Insurance companies

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