Services
The services provided by Business Valuation Analysts, LLC may be categorized by 1) the type of business interests and other assets that we value, 2) by the purpose for which the valuation is used, and 3) by industry experience.
» Valuation Of Privately Held Business Interests And Other Financial Assets
Business Valuation Analysts, LLC has experience related to the following privately held business interests and other financial assets:
Blockage Discount Studies
Investment Holding Entities
- Controlling Interests
- Family Limited Partnerships and LLCs (Marketable Securities, Real Estate, and Other Assets)
- Minority Interest
- Tiered Entity Structures
Hedge Fund Interests
Privately Held Operating Entities (Corporations, Partnerships, and Limited Liability Companies)
- Common Equity
- Controlling Interests
- Minority Interests
- Preferred Equity
- Voting/Nonvoting Equity
Private Equity Interests
Private Promissory Notes
Restricted Stock
Undivided/Fractional Interests in Real Estate
» Valuation Purposes
Business Valuation Analysts, LLC provides valuations for federal tax, corporate and litigation purposes as follows:
Estate and Gift Taxes
- Estate Valuation §2031
- Valuation of Gifts §2501-§2524
Income Taxes
- Asset Valuations §338/§1060
- Built-In Gains §382
- C Corporation to S Corporation Conversions §1374
- Charitable Contributions
- Compensation §83(b)
- Divestitures
- Excessive Accumulation of Earnings §531
- Golden Parachutes/Non-Competes §280[g]
- Interest Expense Allocation §861[e]/§864-8
- Mergers and Acquisitions §368
- Net Operating Loss §382
- Nonqualified Deferred Compensation §409A
- Not for Profit Status §501(c)(3)
- Partnership Basis Election §754
- Tax-Free Distributions §355
- Tax-Free Reorganizations
- Worthless Stock Deductions §165
Litigation Support - IRS Examination/Appellate Conferee/Alternative Dispute Resolution/Tax Court
- Review of Internal Revenue Service Valuations
- Review of Taxpayer Valuations
- Valuation Consulting
Corporate Valuation
General Corporate Valuation
- Advisory Services
- Business Plans
- Business Sales and Acquisitions
- Buy-Sell Agreements
- Corporate Planning
- Corporate Recapitalization
- Divestitures
- Exit/Succession/Transition Planning
- Fairness Opinions
- Internal Planning
- Life Insurance Funding
- Establishment of Merger Exchange Ratios
- Minority Shareholder Redemptions/Repurchases
- Purchase or Sale of a Business or Division
- Sale Analysis and Advisory
- Strategic Consulting & Planning
- Transaction Negotiation Assistance
- Valuation Report Reviews
Employee Stock Ownership Plans (ESOPs)
- Annual Appraisals for Plan Trustees
- Fairness Opinions in ESOP Transactions
- Security Design and Equity Allocation
Litigation Valuation
- Alternative Dispute Resolution
- Analysis of Complex Business Issues
- Arbitration of Valuation Issues
- Buy-Sell Agreements
- Corporate Dissolution
- Dissenting Shareholder Actions/Appraisal Rights
- Minority Oppression Actions
- Shareholder Disputes
- Tax-Related Controversies
- Valuation Report Reviews
» Industry Experience
Agriculture, Forestry, Fishing, and Mining
- Aquaculture (Catfish Farming)
- Cattle Ranching
- Caviar Production
- Citrus Fruit Production
- Dairy Farming
- Aggregate Mining
- Gold Mining
Construction
- General Contractor - Commercial
- General Contractor - Single Family Residential
- Plumbing Contractor
- Residential Window Repair
- Site Preparation/Excavating Contractor
- Steel Fabrication & Erection Contractor
- Specialty Glass Contractor
- Swimming Pool Contractor
- Well Drilling Contractor
Finance, Insurance, and Real Estate
- Commercial Banking
- Commercial Real Estate Investment
- Engineering Patents
- Intellectual Property Holding
- Investment Management
- Mobile Home Park
- Multiple Family Residential Construction & Development
- Property, Casualty & Life Insurance Agency
- Property & Casualty Insurance Underwriter
- Property, Casualty & Liability Insurance Underwriter, Specialty
- Real Estate Agency & Developer
- Real Estate Development
- Residential Mortgage Loan Originator
- Residential Mortgage Loan Wholesaler
- Student Loan Wholesaler
- Surety Bonding
- Tax Advantaged Housing
- Trust Services
Manufacturing
- Aerial Boom Manufacturer
- Aluminum & Vinyl Extrusion Manufacturing
- Aircraft Parts Manufacturer
- Audio/Visual Material Publisher
- Automotive OEM Component Manufacturer
- Baggage Conveyor System Fabrication
- Beverage Processing
- Brick Manufacturer
- Cabinet Manufacturer
- Candy Manufacturer
- Canned Goods Processor
- Chemical & Paint Manufacturer
- Commercial Printer
- Compost Material Manufacturer
- Contract Manufacturer
- Copper Tube Drawing & Processing
- Defense Contractor
- Electronics Elevator Component Manufacturer
- Fineblanking (Metal Fabrication)
- Fire Extinguisher Manufacturer
- Furniture, Interior Manufacturer
- Furniture, Outdoor Manufacturer
- Gearmotor and Valve Actuator Manufacturer
- Heating, Ventilation, Air Conditioning (HVAC) Component Manufacturer
- Home Décor Materials Manufacturer
- Jet Engine Refurbisher
- Joint Prosthetic Device Manufacturer
- Metal Fabricator
- Musical Instrument Accessory Manufacturer
- Pharmaceutical Manufacturer (Generic)
- Rug Manufacturer
- Magazine Publisher/Printer
- Metal Stamping for the Automotive Industry
- Photographic Accessory Manufacturer
- Plumbing Component Manufacturer
- Powerboat Accessories Manufacturer
- Powerboat Manufacturer
- Publisher of Maps for Defense Applications
- Publisher of Pet Industry Magazine
- Publisher of Pizza Industry Magazine
- Sauce and Marinade Processor
- Self Storage Building Unit Component Manufacturer
- Semiconductor & Electronic Components OEM Manufacturer
- Sheet Metal Fabrication
- Specialty Coatings Manufacturer
- Specialty Fishing Boat Component Manufacturer
- Specialty Garment Manufacturer and Retailer
- Specialty Retail Products Manufacturer
- Steel Building Component Manufacturer
- Tool & Die Shop
- Window Manufacturer
Retail Trade
- Automobile Dealership
- Beverage Retailer
- Cigar Internet/Mail Order Retailer
- Convenience Store Chain
- Golf Shop Retail Chain
- Feed Store Retailer
- Hardwood Floor Retailer
- Home Improvement Retailer
- Household Goods Internet/Mail Order Retailer
- Jewelry Retail Chain
- Liquor, Wine, Beer, and Alcoholic Beverage Retail Chain
- Marina
- Mass Merchandise Retailer
- Meat Retailer
- Motorcycle Dealership
- Music Retailer
- Office Supply Retailer
- Organ and Piano Retailer
- Night Club
- Pharmacy
- Powerboat Dealership
- Propane Gas Retailer
- Restaurant – Casual Dining
- Restaurant – Fast Food Franchisee
- Restaurant – Fine Dining
- Restaurant – Independent Waterfront
- Restaurant – Theme
- Restaurant Chain – Casual Dining
- Restaurant Chain – Fast Food
- Seafood Retailer
- Sporting Goods Internet/Mail Order Retailer
- Sunglass Chain Store Retailer
- Tavern
- Utility Building Dealer
- Veterinary Medical Practice
Services
- Accounting Services
- Automobile Raceway
- Automobile Rental Agency
- Automotive Service, Electrical
- Automotive Service, General
- Bank Software Developer
- Building Maintenance
- Call Center
- Cardiac Monitoring Products & Services
- Clinical Trial Management
- Coin Laundry
- Construction Equipment Leasing
- Contract Cleaning Services
- Contract Packager
- Contract Staffing Provider to Long Term Acute Care Facilities
- Educational Services
- Educational Software
- Employee Leasing
- Engineering Consulting Services
- Environmental Testing & Consulting
- Event Rental Services
- Funeral Home
- Golf Range Chain Franchisor
- Golf Resort
- Hair Salon
- Health Care Services, In Home
- Heavy Equipment Rental & Leasing
- Hospital, Pediatric Acute Care
- Intravenous Fluid Provider, In Home
- Medical Practice, Chiropractor
- Medical Practice, Family Practice
- Medical Practice, Gastroenterology
- Medical Practice, Radiology
- Motel
- Nursing Home
- Pest Control Services
- Photography Studio
- Physician Association
- Project Management Software Developer
- Publisher's Representatives
- Recreational Vehicle Park
- Shoe Repair
- Staffing Services, Contract – Information Technology & Finance
- Substance Abuse Treatment Facility
- Tax Preparation Services
- Temporary Labor Services
- Time Share Resort Operator
- Tobacco Retailer
- Tourist Attraction
- Trade Show Promoter
- Vacation Resort
Transportation, Communication, Electric, Gas, and Sanitary Services
- Aircraft Fixed Base Operator
- Aircraft Maintenance/Service Station
- Cellular Telephone Provider
- Digital Television Provider
- Incentive Travel Provider
- Portable Moving and Self Storage Solutions
- Self Storage Facilities
- Telecommunications Technologies Provider
- Telephone Exchange, Local
- Trucking, Less Than Truckload
- Warehousing and Logistics
Wholesale Trade
- Aluminum Building Products Wholesaler
- Aluminum Components Wholesaler to the Defense Industry
- Automotive Parts Wholesaler
- Beer Distribution
- Building Supply & Lumber Wholesaler
- Concrete Wholesaler
- Construction Products Distributor & Wholesaler
- Citrus Gift Fruit Shipper
- Durable Consumer Goods Importer and Wholesaler
- Durable Medical Equipment Wholesaler
- Electrical Supply Distributor & Wholesaler
- Fashion Costume Jewelry Importer & Wholesaler
- Flower and Nursery Products Importer, Distributor & Wholesaler
- Fuel Distributor & Wholesaler
- Hardware Distributor & Wholesaler
- Heavy Equipment Sales
- Hose & Rubber Distributor & Wholesaler
- Lawn Equipment Accessory Distributor & Wholesaler
- Meat Distributor & Wholesaler
- Medical and Dental Products and Supplies Distribution
- Medical, Surgical Equipment and Supplies & Pharmaceutical Wholesaler
- Nursery (Plant) Distributor & Wholesaler
- Photographic Accessory Distributor & Wholesaler
- Plumbing Parts Wholesaler
- Pump and Valve Equipment Distributor & Wholesaler
- Precious and Semi-Precious Metals Trader
- Office Equipment Wholesaler
- Ornamental Plant Grower, Distributor & Wholesaler
- Satellite Time Wholesaler
- Specialty Construction Supplies Wholesaler
- Specialty Food Distributor & Wholesaler
- Steel Distribution
- Steel Service Center
- Tobacco Products & Accessories Distributor & Wholesaler
- Wholesale Irrigation Equipment & Systems
- Wine, Beer, and Alcoholic Beverage Distributor