Business Valuation and Appraisal

Northern California

 

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About Us

Steven D. Popell

Bryce Forney, CPA/CVA

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Consider collaborative

BV in Divorce


Divorce

As a Collaborative Practice professional, I have had the opportunity to observe Steve Popell’s considerable skills in many Collaborative meetings with

clients and other professionals. He is a natural teacher in these settings. Invariably he is able to convey a sense of competence and knowledge that

reassures and calms clients in very challenging situations.  His ability to communicate complex information in clear understandable terms helps clients and

professionals alike in their decision-making.  When I know Steve is the Business Valuation Specialist on a case, I know the clients are in the best hands. 

Nancy J. Ross, LCSW, BCD
Co-Founder, Collaborative Divorce
Senior Partner, Bauer, Shepherd & Ross and Associates
Cupertino, California

Steve Popell and Bryce Forney bring complementary skills and expertise to the business valuation process.  They work as a team, and provide clear information to the parties.  In addition to explaining carefully the work they do, they also look for ways in which their results may be used by parties to reach settlement.  Steve and Bryce make my job easier.


Jonnie Herring
Certified Family Law Specialist
San Jose, California

"Pragmatic" and "business valuation" often seem at odds, but not when Steve Popell and Bryce Forney are delivering the opinion.  Their no-nonsense approach helps resolve matters with the least fuss.  When you select a business valuation specialist, talk with them first.  You will be glad you did.


David Vallerga
Certified Family Law Specialist
Vallerga & Vallerga
Attorneys at Law
Belmont, California

Employee Incentives

In 2000, Steven Popell provided an opinion on the value of my company in connection with an employee stock option plan.  Steve’s opinion reflected an in-depth understanding of our company and its employees.  His report was in plain English, and was most definitely not a “cookie cutter” document.  I have retained his services for follow-up valuations ever since, and greatly respect his judgment on a wide range of operational issues.


Naeem Raza
Chief Executive Officer
Sunflower Systems
San Ramon, California

Beginning in 2003, American Pacific Mortgage Corporation (APMC) has retained the services of Steven Popell in a number of diverse areas, including business valuation in the context of employee stock ownership. 

Most of our employees have little experience or expertise in business valuation; therefore, clarity is of utmost importance.  In every instance, his analysis has been thorough and his opinions have been crystal clear.  His colleague, Bryce Forney, CPA and Certified Valuation Analyst, adds breadth and depth to what was already an exemplary service. 

Whatever your reason for having your company valued, you should talk to Steve and Bryce before making a final selection. 


Kurt Reisig, President
American Pacific Mortgage Corporation
Roseville, California

I have engaged the professional services of Steven Popell on two separate occasions; first, for a valuation of my company and, second, to provide an opinion regarding reasonable compensation.  In both instances, Mr. Popell’s opinions were clear, concise and thoroughly professional.  I am pleased to recommend him without reservation.


Galen Klokkevold
Founder
Interstate Plastics, Inc.
Sacramento, California

Family Business


Steven Popell and Bryce Forney recently delivered an opinion on the value of my company for an intra-family stock transfer.  Besides their technical

knowledge of the field, they displayed uncommon insight into the complex personal issues that are so important in this type of transaction.  Bryce also

provided valuable tax advice that informed our decisions in this context.  I plan to put their wide-ranging skills and experience to good use in the future.


John Doyle
Chief Executive Officer
JPD Financial Consultants
Campbell, California


Contact us:
BryceForney@Gmail.com or 925-323-2892 
SPopell@ExitTrak.com or 650-843-0323

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