Valuation Advisor

An independent business valuation can support a business acquisition or sale, partner buyout, estate or gift tax matter, divorce, litigation, ownership transfer, SBA financing, retirement-plan transaction, or financial reporting requirement. The appropriate scope depends on the purpose, ownership interest, valuation date, and intended users.

Fees depend on company size, financial complexity, ownership structure, valuation purpose, required report format, and deadlines. A focused valuation or calculation may involve less work than a comprehensive litigation, tax, or multi-entity assignment. BVA provides a written proposal identifying the fee, scope, deliverables, and anticipated timing before work begins.

Turnaround depends on the assignment scope, completeness of financial records, reporting requirements, and complexity of the business. Some focused assignments may be completed within several business days after receiving the required information; more extensive valuations take longer. BVA confirms anticipated timing during engagement planning and can discuss expedited requests.

Typical records include recent financial statements, business tax returns, interim results, ownership documents, owner compensation, debt schedules, and information about operations and significant nonrecurring expenses. More specialized work may require forecasts, bank statements, customer data, or governing agreements. You do not need a complete document package before contacting us; BVA provides a tailored request after defining the scope.

Depending on the intended use, applicable professional standards, and agreed scope, BVA may provide a detailed business valuation report, a calculation report, or a focused financial or valuation memorandum. A comprehensive report generally addresses the subject interest, valuation date, standard of value, financial analysis, selected methodologies, material assumptions, and conclusion of value. The engagement letter defines the deliverable.

BVA evaluates the Income, Market, and Asset Approaches as appropriate to the company and valuation purpose. Analysis may include normalized EBITDA or SDE, discounted cash flow, capitalization methods, comparable private-company transactions, asset values, and company-specific risks. Industry multiples can inform the analysis but should not be applied mechanically. Explore our Business Valuation Multiples Guide.

Yes. BVA performs valuations involving estate and gift tax, ownership transfers, partner exits, shareholder buyouts, marital dissolution, and other ownership matters. Depending on the purpose and applicable law, the analysis may require consideration of control, marketability, ownership rights, reasonable compensation, or enterprise versus personal goodwill. Partner Buyout Valuation | Divorce Valuation

BVA provides valuation and financial analysis for shareholder disputes, business litigation, lost-profits claims, ownership disagreements, and other economic damages matters. Depending on the engagement, services may include independent valuation, financial reconstruction, appraisal review, attorney consulting, or expert support. Scope, independence, conflicts, and applicable requirements are assessed before engagement. Explore Litigation Valuation & Damages.

Yes. BVA offers independent business valuation, Quality of Earnings (QoE), Proof of Cash, working-capital analysis, normalized earnings assessment, and acquisition financing analysis. QoE examines earnings reliability and sustainability; valuation determines a supportable value indication. SBA lender-directed engagements may have additional provider, independence, reliance, and reporting requirements, and lender acceptance is not guaranteed. SBA Valuation & QoE | Acquisition Decision Package

BVA performs specialized valuations involving private-company common stock, IRC Section 409A, ROBS arrangements, ESOPs, startups, intellectual property, goodwill, and other intangible interests. Applicable procedures depend on the asset or ownership interest, plan requirements, financial evidence, valuation date, and intended reporting or transaction purpose. 409A | ROBS | ESOP

BVA serves clients throughout the United States through confidential telephone, video, email, and secure document exchanges. International or cross-border assignments may also be considered when the required expertise, financial information, jurisdictional requirements, and applicable standards can be appropriately addressed. BVA can coordinate with local professionals when necessary.

Yes. BVA regularly collaborates with CPAs, attorneys, lenders, financial advisors, trustees, and other authorized professionals. We clarify engagement responsibilities, intended users, confidentiality, reliance requirements, and reporting needs while maintaining independent professional judgment. Learn about professional referral services.

Begin with a confidential consultation. We will discuss the company, purpose of the assignment, ownership interest, relevant valuation date, intended users, and anticipated deadline. BVA can then recommend the appropriate scope, required financial information, report format, fee, and estimated completion schedule before beginning work. Schedule a Confidential Consultation.