Business Valuation

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Guiding Businesses Transitions with Accuracy & Confidence

Understanding the true value of your business is essential, whether you’re preparing for a major life transition, planning a sale or purchase, or mapping out succession plans and you need a defensible business valuation you can rely on.

How We Help

At BS&P, we provide thorough and accurate business valuations and defensible reports that give you confidence in your decisions while helping minimize tax implications and protect your assets.

For more than 30 years, we’ve been trusted advisors in this space. With multiple Certified Valuation Analysts (CVAs) on staff, led directly by our partners, you can count on hands-on expertise, responsiveness, and accessibility at every step. We are especially experienced in guiding family-owned businesses through generational transitions, where financial, strategic, and emotional considerations often intersect.

As a full-service firm, we see valuation as one part of your broader financial picture. Beyond the valuation itself, we bring in the right specialists, whether in tax planning, wealth management, advisory, or exit strategy, to ensure your next steps are fully supported. This team-based, integrated approach allows us to proactively deliver value that goes beyond the numbers to align with your long-term goals.

We are proud members of the National Association of Certified Valuation Analysts (NACVA), which keeps us at the forefront of evolving valuation methodologies and regulatory requirements.

When You Need a Valuation

Gift & Estate Planning
Buy-Sell Agreements
Mergers and Acquisitions
Financial Reporting
Employee Stock Ownership Plans (ESOP)
Partnership and Corporate Dissolutions
Corporate Redemptions
Shareholder Transactions
Valuation Consulting

FAQs

Your Questions, Answered

How long does the business valuation process take?

The valuation process typically takes 6-8 weeks from start to finish; however, the exact timeline can vary depending on the complexity of your business, the accessibility of financial records, and any specialized circumstances that need to be considered. We work with clients on an individual basis to accurately scope their case.

What does the process look like?

We begin by gathering key information about your business, including financial and tax records, corporate documentation, and ownership details. From there, we meet with you to discuss your goals, walk through an in-depth questionnaire, and tour your facilities to gain a first-hand understanding of your operations. We then apply current market data and best-practice analysis methods to assess value. The process concludes with a comprehensive written report suitable for use with tax returns, along with clear, actionable guidance to help you move forward with confidence.

Our Team