Jeffrey Brewester
Our Services
From transactions and tax planning to litigation support and regulatory compliance, expert valuations when you need them most.
Comprehensive Valuation Services for Every Business Need
Whether you're planning a business sale, resolving a partnership dispute, ensuring regulatory compliance, or making strategic decisions about your company's future, accurate valuation is essential. BT Valuation provides specialized expertise across five core service areas, each designed to address the specific challenges and requirements of different business situations. Our approach goes beyond delivering a number - we provide the strategic insights and defensible documentation you need to move forward with confidence.
Business Valuations
For transactions, ownership changes, and strategic planning, our business valuations provide the accurate, defensible assessments you need to make informed decisions.
Valuation services for business sales, mergers, acquisitions, and ownership transitions. We help buyers and sellers understand fair market value and structure transactions with confidence.
Understand what your business is worth before you go to market. Identify value drivers, address weaknesses, and position your company for maximum sale value.
Specialized valuations for startups and growth-stage companies, addressing unique challenges like limited operating history, projected growth, and intangible asset valuation.
Annual valuations and compliance support for Employee Stock Ownership Plans, ensuring regulatory compliance and fair pricing for employee-owners.
Commercial and investment property valuations for business purposes, including purchase decisions, financial reporting, and tax planning.
Valuation support for stock options, phantom stock, and other equity-based compensation programs to ensure tax compliance and fair pricing.
Corporate Planning
Strategic valuation services that help you make better business decisions, ensure regulatory compliance, and identify growth opportunities.
Comprehensive analysis of your business value drivers, competitive position, and growth potential to inform strategic planning and investment decisions.
Specialized valuations for physician practices, medical groups, and healthcare organizations to ensure compliance with Stark Law and Anti-Kickback regulations.
Expert analysis demonstrating that physician arrangements, referral relationships, and other healthcare transactions meet Commercial Reasonableness and Fair Market Value requirements.
Independent assessment of executive compensation, physician compensation, and key employee packages to ensure competitiveness and regulatory compliance.
Comprehensive market analysis identifying the total revenue opportunity for your products or services—essential for strategic planning and investor presentations.
Targeted analysis of the realistic market segment your business can serve, helping focus resources and set achievable growth targets.
Detailed financial modeling supporting strategic planning, capital raising, and transaction analysis with defensible assumptions and methodology.
Litigation Support
Expert valuation services and testimony for legal disputes involving business value, economic damages, and financial losses.
Independent valuation for shareholder buyouts, oppression claims, and ownership disagreements. Expert analysis that stands up in court.
Quantification of financial losses from breach of contract, business interruption, fraud, or other harmful acts. Defensible methodology for litigation.
Expert valuation of patents, trademarks, trade secrets, and other intellectual property for litigation, licensing, or transaction purposes.
Business valuations for divorce proceedings, including closely held companies, professional practices, and complex ownership structures.
Credible, experienced testimony in federal and state courts. Clear communication of complex valuation concepts to judges and juries.
Financial Reporting
Technical valuations supporting financial statement compliance, tax reporting, and regulatory requirements.
Valuation of patents, trademarks, customer relationships, and other intangible assets for financial reporting and purchase price allocation.
ASC 805 compliance services allocating acquisition purchase price across tangible and intangible assets for GAAP financial reporting.
Annual or event-driven testing to determine if goodwill has been impaired, ensuring compliance with ASC 350 and accurate financial statements.
Independent valuation of common stock for private companies issuing stock options, ensuring compliance with IRS Section 409A requirements.
Estate/Gift Tax Planning
Specialized valuations supporting wealth transfer strategies, estate planning, and tax-efficient business succession.
Valuation of family limited partnerships and limited liability companies for estate planning purposes, including appropriate discounts for lack of control and marketability.
Independent valuation of business interests transferred as gifts, providing defensible documentation for IRS gift tax filings.
Comprehensive valuation services for estate tax returns (Form 706), including business interests, real estate, and other complex assets.
Not Sure Which Service You Need?
Every business situation is unique. If you're uncertain which valuation service is right for your needs, schedule a consultation and we'll help you understand your options and recommend the best approach for your specific situation.