Crete expands its California footprint and adds valuation services by partnering with San Diego-based Cabrillo Advisors
San Diego, California - Cabrillo Advisors, a nationally recognized leader in valuation and financial advisory services to clients across the United States, Europe and Asia, today announced it has joined Crete Professionals Alliance, the fastest-growing accounting and advisory network in the country, as recognized by Accounting Today. 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.”
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 leading 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
About Cabrillo Advisors
Founded in San Diego, Cabrillo Advisors is a leading provider of business valuations and financial opinions for public and private companies located worldwide. Cabrillo performs more than 700 valuations annually and is staffed by credentialed professionals with backgrounds in investment banking, consulting, and accounting. Cabrillo is sought out for complex valuation and transaction opinion assignments and has served boards of directors, attorneys, consultants, and high-net-worth individuals across a broad array of industries.
About Crete Professionals Alliance
Crete Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Crete empowers its partner firms with the resources, technology, and scale of a national platform. Backed by Thrive Capital and Bessemer Venture Partners, Crete delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 20 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Crete is redefining what it means to thrive in today’s professional services landscape.
