Business Valuation Advisors for High-Stakes Private-Company Decisions
Business Valuation Advisors provides independent, CVA-led private business valuations for tax and estate planning, litigation, ownership changes, acquisitions, SBA financing, 409A, ESOP, ROBS, and other high-stakes private-company decisions.
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Why Clients Choose Business Valuation Advisors
Business valuation requires more than a formula. We combine professional valuation standards, private-company experience, financial normalization, and practical judgment to deliver clear, well-supported conclusions for important business, tax, legal, and transaction decisions.
Professional Credentials Across the BVA Team
A Clear, Efficient Valuation Process
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1. Initial Consultation & Scope: We discuss the purpose of the valuation, intended users, valuation date, timing, and the appropriate scope of work.
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2. Information Request & Financial Review: We provide a focused document request and review the company’s financial statements, tax returns, ownership information, operating history, and other relevant data.
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3. Valuation Analysis & Reconciliation: We normalize the financials, evaluate applicable valuation approaches, consider company-specific risk factors, and reconcile the indications of value into a well-supported conclusion.
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4. Report Delivery & Discussion: We deliver the completed valuation report and review the key assumptions, methods, and conclusions with the client and, when appropriate, their professional advisors.
Business Valuation Services
Independent valuation and financial advisory services tailored to the purpose of the engagement—from tax and litigation matters to ownership changes, acquisitions, due diligence, and retirement-plan requirements.
Tax, Estate & Gift Valuation
Independent valuations for estate and gift tax, ownership transfers, succession planning, and other tax-sensitive transactions.
Litigation, Disputes & Economic Damages
Independent valuation support for shareholder disputes, divorce, buy-sell matters, damages analysis, mediation, and litigation.
Partner Buyout & Ownership Valuation
Valuation support for partner exits, shareholder redemptions, buy-sell agreements, ownership transfers, and related-party transactions.
Acquisition, Sale & SBA Valuation
Valuation and financial analysis for business acquisitions, sales, SBA financing, purchase-price decisions, transaction planning, deal negotiations, and related transaction support.
Quality of Earnings & Financial Due Diligence
Quality of earnings, EBITDA and SDE normalization, working capital, proof of cash, customer concentration, and transaction-focused financial diligence.
ROBS & Retirement-Plan Valuation
Independent valuations for ROBS transactions, annual compliance, plan terminations, stock repurchases, and retirement-plan reporting requirements.
Startup, Intangible & Financial Reporting Valuation
Independent valuations of startups, pre-revenue companies, intellectual property, goodwill, intangible assets, promissory notes, and other financial assets for reporting, transaction, tax, and planning purposes.
409A & Stock Compensation Valuation
Independent valuations of private-company common stock for IRC §409A, stock-option strike prices, annual updates, material events, and complex equity structures.
ESOP & Employee Ownership Valuation
Independent valuations of privately held employer stock for ESOP transactions, annual plan requirements, participant distributions, repurchase obligations, and employee-ownership matters.
Machinery, Equipment & Asset Valuation
Independent valuation of machinery, equipment, vehicles, and other tangible assets, including fair market value, orderly liquidation value, and forced liquidation value for transactions, financing, litigation, tax, and planning purposes.
Representative Valuation & Advisory Work
Selected examples of the types of valuation and financial advisory engagements we perform. Client and company information is anonymized to protect confidentiality.
Estate & Gift Tax / Minority Interest Valuation
Long-form valuation involving tax planning, minority-interest considerations, financial normalization, and reconciliation of multiple valuation approaches.
Litigation & Ownership Dispute Valuation
Long-form valuation prepared for contested ownership, litigation, or dispute-resolution matters requiring clear assumptions, documented analysis, and defensible conclusions.
Transaction / Quality of Earnings Review
Transaction-focused analysis of earnings quality, EBITDA and SDE normalization, working capital, customer concentration, proof of cash, and acquisition risk.
ABOUT BUSINESS VALUATION ADVISORS
Practical Valuation Experience for Complex Private-Company Decisions
Business Valuation Advisors is led by Joshua Himan, a Certified Valuation Analyst with more than 15 years of experience analyzing privately held businesses. His work spans tax and estate matters, litigation, ownership transitions, acquisitions, quality of earnings, SBA financing, ROBS transactions, and other situations where valuation judgment matters.
Josh brings a practitioner’s perspective to each engagement—combining valuation standards, financial analysis, transaction experience, and an understanding of how private businesses actually operate.
CVA® | BCA® | CMEA® | FMVA® | 15+ Years in Private-Company Valuation & Transactions
What Real Clients Say About Working With BVA
Kyle Stimpson
Business Buyer / Entrepreneur Through Acquisition
“Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for.”
Sarah Dinges
CPA / Tax Advisor
“Joshua was excellent to work with, extremely knowledgeable, and someone I will use again. He understands business valuation forwards and backwards and pointed out some nuances that previously used, certified valuation experts did not capture accurately in their work. Glad I found him!”
Jerry Lewis
Owner, Jerry Lewis Roofing, Inc.
“Josh is a true professional in the industry. We had him work on our business valuation and were pleased with his accuracy and response to our inquiries! Highly recommend!”
Frequently Asked Questions
Answers to common questions about business valuation scope, timing, information requirements, report types, and working with Business Valuation Advisors.
We typically request recent financial statements, tax returns, ownership information, operating history, and documents relevant to the purpose of the valuation. The exact request depends on the assignment.
Timing depends on the complexity of the company, the intended use of the valuation, and how quickly the requested information is provided. Expedited engagements may be available when appropriate.
The appropriate report depends on the purpose, intended users, applicable standard of value, and level of documentation required. We help determine the right scope before the engagement begins.
Yes. We regularly coordinate with CPAs, attorneys, lenders, financial advisors, trustees, and other professionals when appropriate to the assignment.
Yes. Our work includes tax and estate matters, litigation and ownership disputes, partner buyouts, acquisitions, quality of earnings, SBA-related transactions, ROBS valuations, and other private-company valuation needs.
Yes. We have experience across all 50 U.S. states and with international valuation assignments.