Helping Closely Owned Businesses Stay Closely Owned®
How We Can Help
We specialize in valuing business interests for many purposes, including estate, gift, and income taxation; purchase and sale of minority and controlling interests; preferred recapitalizations; litigation involving business and securities valuation issues; and general corporate and shareholder planning.
What Our Clients Have to Say
“Our firm has worked with them several times. We have found them to be easy to work with and their work product and analysis is very good.”
“I have worked with Jim and his firm since they were founded, and my experience has been the same. They also are very timely.”
“I have worked with BCG Valuations; many times, both before he started the Firm and at his prior firm. He is one of the best technicians out there and a super nice guy.”
“I always enjoy working with you. Your appraisals continue to be our gold standard..”
“(The client) …is very pleased … thanks so much to you guys.”
“Your work enabled us to be quite comfortable with the result. ”
“Thank you so much. This is a really wonderful report. And so nice of you to be so responsive and thorough (and thoughtful) in every way.”
“You’re great! I knew I could count on you.”
“Thank you for being the best at what you do, not just from a professional standpoint but also how you handle the clients. ”
“Thank you for your patience and professionalism.”
“Many thanks. You guys are the best, hands down.”
“I can’t thank you enough for your fine work. I’m sure … (client team) will reflect to you as well that it was critical for us getting to a reasonably fair outcome. Any kind words you need passed along to prospective clients or if you need a client testimonial, just give me a call. … Thanks again.”
“Congratulations on a job very well done, and we certainly appreciate all your help and effort.”
“You made a difference; your testimony made a difference.”
“At long last we closed - we sold the assets for $$$ and I would say that you certainly helped make that possible, so thank you for your help and for your patience.”
“I have enjoyed working with you over the years and have always had great confidence in your work.”
"I really appreciate you and your Firm!"
Industries We Work With
From our very first engagement valuing a Florida landfill company to our most recent assignment involving a prescription drug development start-up, and every industry in between, we’re always able to grasp the fundamentals of the industries in which our clients function. This is essential to the valuation process, where the key is to put our finger on pulse of the client’s business.
Caveat Donor: Estate Planning and the Importance of a Qualified Appraisal
Often, a significant portion of an individual’s net worth is derived from an ownership interest in a closely held business, partnership, or LLC. Therefore, an important element of estate planning is the valuation of that interest. If the estate plan includes a transfer of such interests, it is critical that a qualified business appraisal be…
Valuations and Covid-19
By Terrel J. Lavergne CPA/ABV, CVA COVID–19 and the current economic downturn have changed the world and present new challenges and complexities to the valuation profession. Small to mid-size businesses, in particular, will be significantly affected. Some businesses will fail, and the downward trend of values is clear. So, with clouds everywhere, is there a…
Tax Affecting: After the Kress and Jones Cases, Will Cecil be “Strike Three”?
By James W. Brockardt, MBA For nearly 20 years, the Internal Revenue Service persistently won on the issue of tax affecting pass-through entities in the US Tax Court. In August 1999, I had just finished a presentation to the American Society of Appraiser’s conference in Boston. My topic: Recent Court Cases with a Valuation Twist. …
We Get Results
… because we listen to you, believe in excellence and prepare the finest reports in the industry.