Cabrillo Advisors, a provider of valuation and financial advisory services to clients across the U.S., Europe and Asia, has joined Crete Professionals Alliance, an accounting and advisory network. With more than 20 firms coast to coast, the Crete network provides tax, audits, bookkeeping and more which will enhance Cabrillo’s ability to deliver even greater value to its clients while maintaining its established brand identity and leadership team.
“This partnership ushers in a transformative chapter for Cabrillo Advisors,” said Wade Hansen, CEO and Chairman of Cabrillo Advisors. “By joining Crete Professionals Alliance, our private and public company clients, investors, boards, and high-net-worth individuals can now access the full breadth of integrated tax, audit, and accounting services available across Crete’s national network — seamlessly complementing Cabrillo’s core valuation and fairness opinion expertise. And through it all, our clients will continue working with the same Cabrillo leadership and dedicated team they know and trust.”
Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the combination commented, “Congrats to Cabrillo and Crete on their newly formed combination. Wade Hansen and his team have built one of the top valuation firms in the country and Crete ‘member’ CPA firms will benfit greatly from these additional services to offer their clients.”
Steve Stagner, Crete Professionals Alliance CEO, commented, “We are delighted to welcome Cabrillo Advisors to the Crete network. Their stellar reputation and proven track record in business valuations and financial opinions align perfectly with Crete’s mission to deliver entrepreneurial, locally empowered service on a national scale. Together, we’re redefining the landscape for our clients with leading-edge technology, seasoned talent, and unparalleled industry expertise.”
California remains one of Crete’s most dynamic and fastest-growing markets. As a provider of business valuations, financial opinions and real estate appraisals, Cabrillo will play a strategic role in expanding services and growth in the region.
Cabrillo’s Service Offerings Include:
- Business, security, and IP valuations (GAAP, IFRS, IRS)
- Transaction related valuations (ASC 805 purchase price allocations and ASC 820 portfolio fair value)
- Stock option related valuations (IRC 409A and ASC 718 expense calculations
- Trust and estate planning, including carried interest and gift valuations
- Fairness opinions for M&A and financing transactions
Key Benefits for Cabrillo Advisors’ Clients:
- Access to an established, national network of over 20 leading firms
- Enterprise-level support services (HR, finance, legal, IT, and more)
- Advanced AI-powered tools and automation solutions to enhance outcomes
- Global talent resources, with offshore teams in India and the Philippines
- Comprehensive growth and recruiting infrastructure, plus future M&A capabilities
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