As financial professionals, we often hear the question, “How much is my business worth?”

Today business owners, bankers, attorneys and judges are realizing that businesses have value in excess of their tangible assets.

To really use valuation as a tool to improve your business, figuring out an estimated fair market value is just a first step. The real key is acting on the knowledge. Small business owners frequently make decisions that are not short-term in nature. It is helpful to be able to rely on an appraisal process to better make long-term decisions.  Our valuations are used for management planning, transaction support, tax planning, financial reporting and succession planning.

For tax compliance purposes, business interests must be valued when transferred as a gift or as part of an estate. A well-prepared valuation is a cornerstone of business succession planning.

It is vital to work with someone certified when determining the value of your business. We can work together to provide your business the proper valuation to suit your needs.

At BMSS, our Certified Valuation Analysts (CVA) are members of the National Association of Certified Valuators and Analysts. Our CVAs have the knowledge and training to serve our clients in business valuation consultation and in performing business valuation engagements related to:

  • Business succession planning
  • Buy-sell agreements
  • Estate and gift tax issues
  • Financial modeling & benchmarking
  • Management buyouts
  • Mergers & acquisitions
  • Transaction support
  • Wealth transfer


BMSS Valuation Professionals