Dan started Stonebridge Advisory Inc. in 2018 to concentrate on business valuations. Dan
offers customized approaches to value as each appraisal engagement is unique and calls for an
experienced appraiser applying individual assessments, applications and approaches to value.
Dan's valuations meet specific standards by the governing associations and IRS standards and
compliance guidelines. All reports are professionally prepared to meet traditional approaches to
value and adhere to the Uniform Standards of Professional Appraisal Practice (USPAP) and
conform to IRS Revenue Ruling 59-60. All valuations are performed by a qualified expert with
40 years of experience in the capital markets.
Over the years, Dan has provided thousands of business valuations to clients needing
market-based valuations for selling their business, buy-sell agreements, recapitalizations, issuing stock (409A), shareholder disputes, fairness opinions, litigations, estate/gift strategies,
succession planning, economic loss and divorce purposes. All valuations are IRS Revenue Ruling
59-60 and USPAP compliant. Dan is certified by the American Society of Appraisers and remains
a member of the American Society of Appraisers.
Dan started Fiscal Advantage LLC in 2012, a financial assessment service company for small
businesses. Fiscal Advantage offered its Performance Insights program, a year-long practice
(delivered quarterly) whose primary goal was to present information and an outside analytical
perspective to accelerate financial performance and enterprise value. Dan as conducted
hundreds of engagements with private companies seeking to optimize performance.
Dan started Stonebridge Associates, Inc. in 1995, a Mergers & Acquisitions firm and has been
active in the financial services industry for over 40 years with a strong background in corporate
finance, investment banking, financial analysis, valuations and business operations and
strategies. Dan has been active in the mergers and acquisitions area representing privately-owned businesses with $5 million to $100 million in sales as well as representing buyers for
strategic acquisitions.
In addition, Dan assisted business owners in recapitalizing their balance sheet and raising
growth capital, business reorganizations and buyouts. In the process, Dan was responsible for
securing the proper financing for many of the transactions including debt and equity
instruments. Dan has worked in the manufacturing, distribution, retail, technology and business
services industries.
Dan started his real estate company, DPO Properties, Inc. in 1979. DPO Properties
renovated and managed residential real estate including apartment buildings and single family
homes. Dan exited the business when he sold the assets in 1995.
Associations and Education
Dan graduated from St. John’s University in 1978 with a major in Business Administration and a
minor in Business Management. Dan is a Member of the American Society of Appraisers.
Daniel O'Connell, AM, BV, American Society of Appraisers
(USPAP) Uniform Standards of Professional Appraisal Practice