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About BP

Business Valuation Services


BUSINESS VALUATIONS
Why?

The reasons for formal business valuations are diverse. They can be as simple as owners wanting to know how much their company is worth, to more complex reasons such as:

  • Built-in gains tax calculations
  • Buy/sell agreements
  • Charitable contributions
  • Dissenting shareholder actions
  • Divorces
  • Employee Stock Ownership Plans (ESOPs)
  • Estate planning and taxation
  • Expert testimony/litigation support
  • Fairness opinions
  • Gift taxation and planning
  • Mergers and acquisitions
  • Partner disputes
  • Purchase price allocations
  • Sales and divestitures
  • Shareholder transactions
  • Transition planning

Who?

As practicing CPAs we are the choice group to perform business valuations. Our training and knowledge of accounting, taxation, financial statement analysis, and consulting in a variety of industries make us uniquely qualified. As Certified Valuation Analysts, we are trained, tested and perform ongoing education to ensure we are on the cutting edge of valuation techniques and methodologies.

What?

Our valuation analysts specialize in the following industries:

  • General contractors
  • Job shop companies
  • Manufacturers
  • Professional services companies
  • Real estate developers
  • Real estate lessors
  • Selected brokerages
  • Subcontractors
  • Transportation based companies
  • Wholesale distributors

How (much)?

The fees associated with business valuation services are generally on a fixed fee basis. The fees vary depending on the scope of the engagement and factors relating to the specific company, its industry, and purpose of the valuation. Retainers are required for companies who are not current clients of Berntson Porter.

 

Information Request Form

If you would like more information about our Business Valuation Services, please select the items that apply, and then let us know how to contact you.

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