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
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.
Our Insights
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. …
A Message From The Chairman
We are pleased to announce that three Partners of BCG Valuations have earned well-deserved promotions. On January 1, 2020, Greg Coats, CFA, was named President; Matthew McCranor, ASA, and Alex Pinho were promoted to the position of Vice President. As a firm, we have come to rely on the unique skill sets of…
We Get Results
… because we listen to you, believe in excellence and prepare the finest reports in the industry.