SERVICES

Business Valuations

Business Valuation Group provides business valuation services to many of South Florida’s top companies. BVG utilizes our team's expertise to develop some of the most innovative valuation techniques and are definitively the independent and professional third-party testimony your clients need when litigation issues arise pertaining to the proper valuation of your client’s business(es).

What We Do

Business Valuation Group provides appraisals which are guided by applicable IRS code, rulings and precedent. In addition, we follow the highest standards in business valuation as promulgated by the National Association of Certified Valuation Analysts, the American Institute of Certified Public Accountants and the Uniform Standards of Professional Appraisal Practice. As a result, our prepared valuations withstand legal scrutiny and challenge and we are always prepared to review and discuss any report results we prepare with clients, the IRS and other appropriate third parties.

Business Valuation Group provides accurate and defensible valuations for the following:

• Purchasing or selling of closely held businesses or business interests
• Divorce (equitable distribution)
• Valuation of subsidiaries, divisions and joint ventures for spin-off to shareholders and/or sale
• Analysis and advice concerning pending offers to purchase
• Management buyouts
• Leveraged buyout transactions
• Bank financing - Recapitalization and restructuring financials
• Minority shareholder disputes and litigation
• Court appointed valuations in disputes
• Reasonable officer compensation determination in disputes with the IRS

BVG can provide the business valuation data you require in your transactions, financial reporting or litigation decision-making.

Corporate Securities

Business Valuation Group provides closely held and public companies third-party independent valuations of securities for a variety of purposes such as:

• Business acquisition
• Purchase price agreements
• Buyout of shareholder’s interests
• Determination of and planning for tax liabilities
• Creation and management of Employee Stock Ownership Plans (ESOP)

What We Do

Business Valuation Group combines our knowledge, experience and expertise to provide you with the information you require to gain the value of your company’s corporate securities.  Our experience and independence have allowed us to help companies proceed through the process smoothly. We have often acted as a third party valuator if disputes arise as to values. BVG has extensive experience in assisting in the development of audit procedures and policy for accounting firms when valuing and providing documented valuations of purchase price allocations and intangible assets including:

• Purchase Price Allocations and Intangible Assets such as customer lists, contracts, software, patents, copyrights, and trademarks, etc. Accounting Standards Codification (ASC) 805 and 810 (formerly SFAS 141, 141R, 160) and ASC 350, 820 (formerly SFAS 142, 157)
• Estate and Gift Tax Valuations
• Options and Derivatives (IRC 409A & FASB 123)
• ESOP
• Shareholder and Buy/Sell Agreements

As CPAs, we understand financial issues with respect to the laws that govern. Because our specialty is serving the legal profession, we concentrate on information and services that support your clients. At BVG, experienced senior professionals who understand the litigation process provide the business valuation data you require in your transactions, financial reporting and litigation decision-making.

Estate & Gift Tax Valuation

Business Valuation Group has provided highly developed estate and gift tax valuation services for some of south Florida’s top tax attorneys, CPA's and financial planners in the Dade, Monroe, Broward, Collier and Palm Beach counties. BVG utilizes our team's expertise to develop some of the most innovative valuation techniques and are definitively the independent and professional third-party testimony your clients need in tax court cases.

What We Do

Business Valuation Group provides appraisals which are guided by applicable IRS code, rulings and precedent. In addition, we follow the highest standards in business valuation as promulgated by the National Association of Certified Valuation Analysts, the American Institute of Certified Public Accountants and the Uniform Standards of Professional Appraisal Practice. As a result, our prepared valuations withstand legal scrutiny and challenge and we are always prepared to review and discuss any report results we prepare with clients, the IRS and other appropriate third parties.

Estate and gift tax services include:

• Valuations of interests in closely held businesses, including family limited partnerships, and securities for gifting or estate returns
• Discount studies for lack of control and lack of marketability
• Consulting services and litigation support

BVG can provide the business valuation data you require in your transactions, financial reporting or litigation decision-making.

Family and Business Succession Planning

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.

Litigation Support

South Florida businesses and their legal advisory teams located in Dade, Monroe, Broward, Collier and Palm Beach counties rely on Business Valuation Group when resolving litigation issues. Our seasoned expert witnesses possess the broad industry focus required to address various issues. Our regional footprint minimizes the cost of litigation by making use of local experts and their perspectives. Our experience encompasses all classifications of tangible and intangible assets.

What We Do

Business Valuation Group provides valuation reviews, damage quantification, prelitigation and litigation consultation, and expert testimony in numerous areas including:

• Bankruptcy and restructuring
• Divorce
• Fairness and solvency
• Intellectual property litigation and licensing
• Breach of contract and transactional disputes
• Shareholder disputes
• Lender liability
• Federal and state corporate tax
• Federal and state gift and estate tax
• Insurance
• Securities actions

As CPAs, we understand financial issues with respect to the laws that govern. Because our specialty is serving the legal profession, we concentrate on information and services that support your efforts throughout all phases of the litigation process. At BVG, experienced senior professionals who understand the litigation process can provide the business valuation data you require in your litigation decision-making, transactions and financial reporting.

Marriage & Divorce

Business Valuation Group provides Business Valuation services for Marital & Divorce scenarios which include a division of a business. We perform our valuations based on a series of criteria which the court will consider as part of its ruling on the equitable distribution of the marital property. A proper business valuation is a cornerstone and necessary element in these cases.   Will one spouse want to keep the company or will it be dissolved?  Many questions exist; however, BVG is here to assist in the resolution of negotiations by working through the details effectively and efficiently.

What We Do

Business Valuation Group combines our knowledge, experience and expertise to provide you with the information you require to gain the value of your business in the event of a Marriage or Divorce.  Our experience and independence have allowed us to help companies through the process smoothly. We also have often acted as a third party valuator if disputes arise as to values.

Division of a family business, professional practice or other privately-held company can be a complicated endeavor. In the most contested divorce cases, the parties may have separate valuations done, often leading to conflicting results. In even the friendliest, uncontested divorce cases, forensic experts may be necessary in order to derive a proper value for your business.

As CPAs, we understand financial issues with respect to the laws that govern. Because our specialty is serving the legal profession, we concentrate on information and services that support your efforts throughout all phases of the litigation process. At BVG, experienced senior professionals who understand the litigation process can provide the business valuation data you require in your transactions, financial reporting and litigation decision-making.

IRS Disputes

Business Valuation Group assists the taxpayer and tax attorney with understanding the implications of IRS notices and audits.  In the event of desk audits, we can work with the taxpayer's team to draft proposed responses to the notice.  We engage directly with the auditor, if necessary, to accomplish fact and issue identification on an item-by-item basis to make the process as efficient as possible.  As the dispute progresses, we stay involved and committed to seeing the process through to its conclusions.  In the circumstance where issues cannot be resolved at the agent or other lower levels, we are available to continue the process of being involved in tax court report preparation and testimony.  Business Valuation Group is committed to representing the taxpayer's interests in the IRS controversy process in order to obtain appropriate results.

What We Do

Taxation problems can be pretty confusing to common people. Hence, it is best to hire a professional to handle your IRS problems. We can file back tax returns, obtain IRS settlements, and iron out state and federal issues, releasing pressure off of you. We will represent you from the beginning till the end, negotiating with the internal revenue service until we have fixed your tax issues. You may never have to talk to the IRS again.

Our mission is to offer a customized service that seeks a quick resolution with the most profitable settlement for you. We also want to bring you back in the good books of the IRS by helping you keep away from tax issues and filing your return on time the first time around.