Valuation · Transaction Advisory · Financial Reporting
Clarity on value when the stakes are high.
BVMA Advisors helps families, their advisors, business owners, and investors understand what a business is worth and why, with analysis built to withstand scrutiny.
What we do
Three practices, one standard
Gift, Estate and Trust Valuation
Defensible valuations of closely held businesses, minority interests, and family entities built to withstand IRS scrutiny.
Learn more →02Transaction Advisory and Quality of Earnings
Quality of earnings, working capital, and net debt analyses that help buyers, sellers, and lenders understand what they are really paying for.
Learn more →03Financial Reporting Valuation
409A, purchase price allocation, and impairment valuations prepared to meet auditor expectations.
Learn more →Our approach
Analysis that holds up
Our advisors bring Big Four and national firm valuation and transaction experience, and hold the CFA® charter and the CPA credential with the ABV® accreditation in business valuation.
Rigor
Methodology grounded in professional standards, with every key assumption documented and supported.
Defensibility
Reports written for the reader who will scrutinize them, whether that is the IRS, an auditor, or a buyer.
Senior attention
Engagements are led by credentialed advisors from start to finish, not delegated and reviewed at the end.
Responsiveness
Clear timelines, direct communication, and answers when questions come up after the report is delivered.
Industries
Sector experience
- Business and professional services
- Healthcare
- Engineering and construction
- Consumer and retail
- Industrials and manufacturing
- Technology and media
How we work
From first call to final report
- 01
Introductory call
We discuss the purpose of the engagement, the business or interest involved, and timing.
- 02
Proposal
A defined scope, a fixed fee, and an initial information request list.
- 03
Analysis
Financial analysis, management discussions, and market research, with updates along the way.
- 04
Delivery and support
A written deliverable, a walkthrough of our conclusions, and continued support.
Who we serve
Who we work with
- Estate planning attorneys
- CPAs and wealth advisors
- Family offices and fiduciaries
- Business owners
- Private equity and lenders
- Company CFOs
Have a valuation or transaction ahead?
Tell us about it and we will follow up with next steps and a proposal.