REGIONAL VALUATION SUPPORT
Privately held businesses throughout Virginia, Maryland, and the Washington, DC, metropolitan area face valuation questions tied to ownership changes, tax planning, litigation, financing, acquisitions, and long-term succession. Business Valuation Advisors provides independent valuation and financial analysis designed around the purpose of the engagement, the characteristics of the company, and the decision the valuation must support.
Our work supports business owners and management teams as well as attorneys, CPAs, financial advisors, lenders, and acquisition professionals. Engagements can be completed efficiently on a remote basis while maintaining direct communication with the client and other professional advisors involved in the matter.
Independent valuation expertise, deep private-company experience, and practical financial analysis for consequential decisions.
Independent, Credentialed Valuation Expertise — CVA-led analysis grounded in accepted private-company valuation principles and tailored to the purpose of the engagement.
Deep Private-Company Experience — More than 15 years of valuation and transaction-focused financial analysis across thousands of privately held businesses.
Decision-Focused Analysis — Work designed to support tax matters, litigation, ownership changes, acquisitions, SBA financing, diligence and other consequential decisions.
Professional-Advisor Collaboration — Direct coordination with attorneys, CPAs, lenders, financial advisors, and other professionals when the engagement requires it.
Efficient Regional & Remote Service—Clients throughout Virginia, Maryland, and Washington, DC, can work directly with BVA without unnecessary geographic limitations or added process complexity.
A DEFINED, DECISION-FOCUSED PROCESS
A defined process keeps the engagement focused on the purpose of the valuation, the available information, and the decision the analysis must support.
REGIONAL VALUATION QUESTIONS
Yes. Business Valuation Advisors works with privately held companies, business owners and professional advisors throughout Virginia, Maryland, and Washington, DC, including Northern Virginia, the Washington metropolitan area, Baltimore, suburban Maryland, Richmond, Hampton Roads, and other communities across the region.
Yes. Most valuation engagements can be completed efficiently using secure electronic document delivery, telephone or video interviews, and direct communication with management and professional advisors. An on-site visit may be appropriate in certain assignments, but it is not required for many private-company valuations.
Engagements include business valuation for tax and estate matters, litigation and disputes, partner buyouts, ownership changes, acquisitions and business sales, SBA financing, Quality of Earnings, 409A, ESOP and ROBS matters, as well as machinery and equipment valuation and other private-company financial analysis.
Yes. BVA regularly coordinates with attorneys, CPAs, lenders, financial advisors, acquisition professionals, and other client advisors when appropriate to the engagement. The scope and communication process can be structured around the needs of the client and the intended use of the analysis.
Yes. BVA provides independent business valuation and transaction-focused financial analysis for business acquisitions, sales, and SBA financing. Depending on the assignment, the analysis may also address normalized earnings, working capital, capital expenditures, debt-service capacity, and Quality of Earnings considerations.
The exact requirements depend on the purpose of the engagement, but commonly requested information includes historical financial statements, tax returns, balance sheets, ownership information, management or owner compensation, proposed adjustments or add-backs, operating information and documents related to the transaction or valuation purpose.
EXPLORE BVA SERVICES
Explore complementary valuation and financial-analysis services that may be relevant to the same transaction, ownership change, financing decision, tax matter, or dispute.
Explore BVA’s full range of independent private-company valuation services.
Independent valuation for acquisitions, business sales, and SBA financing, including normalized earnings and transaction analysis.
Transaction-focused analysis of normalized EBITDA and SDE, Proof of Cash, working capital, and earnings quality.
Independent valuation for estate and gift tax matters, ownership transfers, succession planning, and closely held interests.
Valuation and financial analysis for shareholder disputes, divorce, lost profits, appraisal review, and contested matters.
Valuation support for partner exits, shareholder redemptions, buy-sell matters, and internal ownership transfers.
CONFIDENTIAL INITIAL DISCUSSION
