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B&V Capital’s team of professionals are committed to providing independent, objective, value-added advice and services to our clients on business valuations and other highly-complex strategic decisions and transactions.  Our team has completed numerous merger, acquisition, divestiture and valuation assignments for companies in a broad range of industries.  This practical experience gives us the ability to understand and anticipate the factors that can mean the difference between success and failure on a transaction, and give candid, professional advice and guidance to our clients.

You will not find any off-the-shelf, canned solutions from us.  We approach all of our engagements on a customized basis that is tailor-made for our client’s needs.  In addition, we represent you as an independent advisor free from the inherent conflicts of interest that may exist when an advisor is also a potential source of financing on a project.


 

     

Valuation Services

Transactions Advisory

 
     

• Estate & gift tax valuations
• Private company valuations
• Family limited partnership/LLC 
  valuations
• Deferred compensation (IRC § 409A)
• Stock options compensation expense
• Conversion from C to S corporation
• Purchase price allocation (SFAS 141)
• Goodwill impairment testing (SFAS 142)
• Employee stock options (SFAS 123R)
• Litigation
• Shareholder/Partner disputes

• Mergers, Acquisitions &
  Divestitures
• Evaluate strategic
  alternatives
• Raise capital
• Recapitalization
• Take the company private
• Public offering

ESOP & ERISA Services

• Annual valuations
• Trustee advisory
• Leveraged buyouts

 
      Fairness Opinions

Consulting Services

 
     

• Comply with FINRA Rule 2290
• Independent source
• Well documented

• Buy-sell agreements
• Succession planning
• Pre-sale of company
  planning
• Advisory board