Most often clients come to BMG for business valuation services when they are seeking guidance about the value of a business investment from a trained, objective professional rather than relying on their own guesswork or on vague rules of thumb. BMG is able to augment its technical expertise in the valuation field, with the practical knowledge that comes from decades of experience providing tax, accounting and business consulting services as well.
Clients are able to turn to us for guidance when they are:
- Buying or selling a business
- Dealing with succession planning
- Drafting buy/sell agreements
- Reporting estate and gift tax transactions
- Settling shareholder or partnership disputes
- Redeeming stock
- Undergoing a divorce
- Determining lost profits
- Contributing closely-held stock to a charitable organization
In responding to the specific needs of our clients, we provide two types of engagements when estimating value—a valuation engagement and a calculation engagement. The valuation engagement requires more extensive procedures than does the calculation engagement and results in a formal conclusion of value. In a calculation engagement, we calculate the value of a business using valuation methods and procedures that have been agreed to by the client. Our goal is to provide the appropriate level of service to our clients in as professional and efficient manner as possible.