Valuation Advisor

Business Valuation Support for CPAs, Attorneys & Financial Advisors

Business Valuation Advisors works with CPAs, attorneys, financial advisors, lenders, and other professionals who need independent valuation and financial analysis for their clients. We support engagements involving tax and estate planning, shareholder matters, transactions, litigation, SBA financing, Quality of Earnings, and other situations where a defensible understanding of value is important.

Our role is to complement—not compete with—the client’s existing advisory team. We work collaboratively with referring professionals, communicate clearly about scope and information requirements, and provide analysis designed to support the specific purpose of the engagement.

BVA’s professionals bring specialized valuation credentials, financial analysis experience, and extensive work with privately held businesses. Depending on the assignment, our work may include business valuation, financial due diligence, earnings normalization, machinery and equipment appraisal, ownership-interest analysis, or transaction support.

When appropriate, we can also speak directly with the client, CPA, attorney, lender, or other advisor to help determine the appropriate scope before an engagement begins.

• Tax, Estate & Gift Valuation — Independent valuations for estate planning, gifting, ownership transfers, and tax-sensitive matters.
• Litigation & Shareholder Disputes — Valuation, appraisal review, lost-profits, and economic-damages analysis.
• Partner Buyouts & Ownership Matters — Support for redemptions, buy-sell agreements, succession planning, and ownership transfers.
• Acquisitions, Sales & SBA Financing — Transaction valuations, deal analysis, lender-directed assignments, and financing support.
• Quality of Earnings & Financial Due Diligence — EBITDA/SDE normalization, proof of cash, working capital, and transaction-focused analysis.
• Startup, Intangible & Financial Reporting Valuation — 409A, intellectual property, goodwill, promissory notes, fair value, and reporting matters.
• Machinery, Equipment & Asset Valuation — FMV and other asset-value opinions for financing, tax, litigation, and transactions.