About US

BT Valuation, Inc. provides comprehensive business valuation services to privately held companies, professional practices, and the advisors who serve them. With over 20 years of experience and more than 1,500 valuations completed, we bring deep expertise across multiple industries including healthcare, retail, technology, manufacturing, and professional services.

We serve business owners, attorneys, CPAs, and financial advisors who need accurate, defensible valuations for purposes ranging from mergers and acquisitions to estate planning, litigation support, partner buyouts, and regulatory compliance. Our valuations meet the highest professional standards and hold up under scrutiny in tax court, federal court, and complex negotiations.

What sets us apart is our practical, business-focused approach. We don't just deliver a number—we help you understand what drives value in your business and provide strategic insights you can act on. Whether you're planning an exit, resolving a partnership dispute, or making strategic decisions about your company's future, we're here to guide you through the process.

Jeffrey Brewster founded BT Valuation, Inc. to provide business owners and their advisors with the highest quality valuation services delivered with a practical, strategic perspective. With over 20 years of specialized experience in business valuation, Jeffrey has completed more than 1,500 valuations for both publicly traded and privately held companies.

Prior to founding BT Valuation, Jeffrey served as Director of Valuation Services at Baker Tilly Virchow Krause, LLP, where he led the Texas market valuation team. He has also held leadership roles as Principal at Montgomery Coscia Greilich LLP and Director of Valuation Services at Business Appraisal Services, LLP. His extensive experience includes expert witness testimony in Federal Court as well as Texas and Michigan state courts, Commercial Reasonableness and Fair Market Value analysis related to Stark Law compliance, patent valuations, ESOP valuations, purchase price allocations, goodwill impairment testing, and 409(a) valuations.

Before specializing in business valuation, Jeffrey spent years in investment management with Merrill Lynch and Harris Trust & Savings Bank in Chicago. As a Portfolio Manager and Research Analyst, he covered over 30 companies and managed client portfolios for high-net-worth individuals, plan sponsors, foundations, and corporations. This investment background gives him a unique perspective on what drives business value and how buyers and investors evaluate companies.

Jeffrey is a frequent guest on podcasts and shows discussing business valuation, succession planning, and exit strategies. He is a CFA Charterholder, a globally recognized designation requiring four years of professional experience and the successful completion of three rigorous examinations. He holds an MBA in Finance and Economics from Loyola University Chicago and a BS in Finance from Eastern Illinois University.

Professional Credentials:

• CFA (Chartered Financial Analyst)
• MBA, Finance and Economics, Loyola University Chicago
• BS, Finance, Eastern Illinois University
• 20+ years business valuation experience
• 1,500+ valuations completed
• Expert witness testimony in Federal and State courts

The Start to Sale Program is our comprehensive membership designed specifically for business owners who are considering selling their business but don't know where to begin. If you're feeling overwhelmed by the complexity of preparing your business for sale, uncertain about its value, or worried about the timeline and process, this program provides the step-by-step guidance you need.

Most business owners wait until they're ready to sell before thinking about preparation—and that's when they discover their business isn't as ready as they thought. Poor financial records, lack of systems, missing documentation, and unrealistic valuation expectations can derail a sale or dramatically reduce what you receive. The Start to Sale Program addresses these issues systematically, taking you from wherever you are today to a position where your business is sale-ready and you understand exactly what it's worth.

The program is flexible and designed around your timeline. Whether you're planning to sell in 6 months or 24 months, we work at your pace. You'll receive expert guidance on financial preparation, accurate business valuation, buyer identification strategies, and deal structuring—everything you need to maximize your outcome. Starting at just $75.00 per month, half of your program fees go toward additional services, making this the most cost-effective way to prepare for the most important financial transaction of your life. Learn more about the Start to Sale Program on our Memberships page.