Sawtooth Value Advisory is a boutique valuation firm led by me, Jeremy Burnstein, a valuation expert with over two decades of experience. As a solo practitioner, I provide personalized, senior-level attention to every client.

I collaborate with a trusted network of valuation professionals and subject matter experts for complex engagements. This approach combines larger firms' specialized resources with a boutique practice's tailored service.

I founded Sawtooth Value Advisory LLC in 2022, bringing over two decades of experience in valuation and advisory services for middle-market companies across diverse industries. My work has supported strategic transactions and addressed complex tax and financial reporting needs. Earlier in my career, I served as a commercial credit officer with Bayview FMAC and Citicorp North America, underwriting senior secured loans for acquisitions, refinancings, and recapitalizations.

I hold an MS in Accountancy & Taxation from Boise State University, an MS in Finance from Seattle University, and a BA in Business Administration from California State University, Fullerton. I am a Chartered Financial Analyst (CFA) charterholder, a Certified Valuation Analyst (CVA), and I hold additional certifications, including a Strategic Decision and Risk Management certificate from Stanford University.

Yes, I meet the requirements of a “qualified appraiser” as defined by the Internal Revenue Code.

Integrity. I hold myself to the highest ethical standards, ensuring honesty and transparency guide every interaction. My clients can trust that I always act in their best interests.

Excellence. I strive to deliver exceptional results in everything I do. I constantly challenge myself to improve, ensuring that my work meets and exceeds expectations.

Responsiveness. I believe communication is key, so I prioritize being available and responsive to my clients’ needs. They can rely on me to be there when it matters most.

Relationships. I value long-term relationships built on trust and collaboration. For me, it’s not just about the work—it’s about truly understanding and supporting my clients over time.

Generosity. I believe in giving back. Whether it’s sharing knowledge, offering my time, or providing resources, I’m committed to helping others succeed.

The timeline depends on the scope and complexity of the services required. Most engagements are completed within three to four weeks. I provide a clear timeline during our initial consultation to set expectations.

Yes, I ensure consistent communication throughout the engagement. You’ll be updated on progress and can always reach out with questions or concerns.

I charge a fixed fee, which remains unchanged unless the scope of work changes. I do not bill extra for review time with you or your advisors.

I stand behind the quality of my work and my commitment to your satisfaction. While specific outcomes cannot be guaranteed, I offer these assurances:

On-Time Guarantee: The timeline begins once I confirm receipt of all required information, as noted in my information requests. If I fail to deliver my analysis within the agreed timeline, I will reduce my fee by 5% for each calendar day that delivery is delayed. We will agree on a revised timeline if changes to the scope of work or additional requests arise. While I am committed to timeliness, the quality and thoroughness of your analysis remain my top priorities.

Tax Authority Challenge Guarantee: For U.S. tax-related valuations, I will defend my conclusions in any proceeding initiated by the tax authority. You will not be responsible for my professional fees, only for reasonable out-of-pocket expenses incurred.