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Business Valuation Group provides Business Valuation services to assist you as you prepare for the future and transition of your business seamlessly with succession planning.  BVG assists you with all phases of business succession and beyond. A lifetime building a business means the value of your business becomes even more important as you begin the process of transitioning the business.  We understand that you want to ensure its maximum value to you and your heirs or successors.  Knowing the value of the business will help you realistically plan for retirement or other ventures after you leave the business. Having the valuation information as well as examining how your business value might be impacted by a change in ownership will greatly help you and your financial team plan for tax implications and investment strategies as you go through the transition.

What We Do

Business Valuation Group provides for Business Succession planning through:

• Estimating the fair value of the business and equity positions
• Valuing stock or business assets annually to support gifting strategies and considering the impact on estate and gift taxes
• Determining how income and transfer taxes can be minimized
• Provide valuation information for buy/sell agreements in conformity with Section 2703 of the IRS Tax Code
• Resolve disputes concerning the value of the business or other assets

Division of a family business, professional practice or other privately-held company can be a complicated endeavor. The most prepared and mature companies often find that during business succession conflicts can result. In such cases, forensic experts may be necessary to derive a proper value for your business.

As CPAs, we understand financial issues with respect to the laws that govern. At BVG, experienced senior professionals provide the business valuation data you require in your business succession execution, transactions, and financial reporting.

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