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Business Valuation Services

A business valuation analysis can help businesses and their owners address many different types of concerns, including providing ongoing financial consulting services and a sounding board for owners and managers.

At Boeckermann, Grafstrom & Mayer, our staff of certified and credentialed business valuation analysts work closely with our clients and their advisors to develop objective, independent valuations. Our business valuation services are customized and individually tailored to each client’s unique needs. With a dedication to providing the highest quality valuation services, our business valuation engagements are designed to collect information in the most efficient way, without unnecessary distractions and interruptions.

Our experienced certified business valuation practitioners will help to clarify the complex valuation issues involved with closely-held businesses. With integrity, objectivity, and sound judgment, our value-added services bring insight into our clients’ business operations. Using a variety of approved valuation techniques and methods, we provide our clients with an independent analysis of their business and produce a strong, supportable and well-reasoned valuation.

We provide business valuation services in connection with:

  • Gift and Estate Tax
  • Mergers and Acquisitions
  • Shareholder Transactions
  • Financial Reporting Valuations
  • Employee Stock Option Plan (ESOP) Valuations
  • Goodwill Impairment
  • IRS Code Section 409A Valuations
  • Matrimonial Dissolution Valuations
  • Litigation Support Valuations
  • Succession Planning Valuations
  • S Corporation versus C Corporation Tax Valuations
  • Internal Planning

Our 360-degree business valuation process takes into consideration all the elements that are relevant to a business, including:

  • The value of the business, including but not limited to, assets, liabilities, income and cash flow.
  • Outside influences, such as the economy and geographic location.
  • Key staff who may play a substantial role in the business.
  • Research of the business and industry.
  • Other internal and external factors that impact the operations of the business.

Our approach places significant emphasis on financial statement analysis and research to determine the normalized earnings and equity of the enterprise and all of our conclusions are tested for economic reality. Our valuations comply with the standards set by the American Society of Certified Public Accountants (AICPA) and the National Association of Certified Valuation Analysts (NACVA).

BGM offers a complimentary initial consultation. Contact Calvin P. Shannon, CPA, CVA, Principal at (651) 227-9431 or cshannon@bgm-cpa.com to schedule a mutually convenient meeting.

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Contact us to request additional information about our firm or to learn more about our services and specialty practice areas.