Attorneys
For two decades BCG has been working with attorneys representing individuals, families and business owners who are addressing the valuation issues intrinsic to estate planning, succession and liquidity. BCG has been providing expert assessment of estate’s and businesses worth for litigation and non-litigation matters and preparing IRS compliant business valuations for estate and gift tax planning purposes.
While the reports and analyses we prepare for taxation or other uses rarely go to trial, we prepare every report to withstand the closest judicial scrutiny. When a matter can’t be mediated or settled, we stand ready to defend our work product as expert witnesses.
CPAs
BCG has built long-lasting relationships with national and regional CPA firms, providing expert third-party analysis for various client needs. BCG allows CPAs to offer more comprehensive and credible services, strengthening their roles as strategic advisors.
Some of the areas in which we assist CPAs include tax and estate planning, mergers and acquisitions, succession planning and strategic advisory.
Business Owners
We’ve been valuing companies for over 20 years in a wide range of industries. BCG is trusted by business owners of large and small private (including start up) companies performing valuations in the context of Succession and Exit Planning, Buy-Sell Agreements, Estate and Gift Tax Planning, Pre-transaction Planning, Employee Stock Ownership Plans (ESOPs), Fairness Opinions, Portfolio Valuations and Financial Consulting. Our services give business owners a better understanding of their company’s values when it comes to making informed decisions critical to the financial success of their businesses.