BUSINESS VALUATION SERVICES

Valuation Services Group

Successful financial and tax planning often calls for the transfer of business interests. An objective, well-prepared valuation generally becomes the cornerstone of these planning initiatives. Our Team of Al Lazo and Michael Simpson are at your service to help you make well-prepared valuations which will become the cornerstone of your future planning.

 

CAPABILITIES

  • Business Valuations
  • Purchase price allocations
  • Gift and estate tax valuations
  • Capital structure valuations
  • Pricing models
  • Business Case analyses/models

EXAMPLES

  • Partnerships and LLC's
  • Family limited partnerships
  • Stock options and derivatives
  • Patents & copyrights
  • Trademarks and trade names
  • Non-compete agreements
  • In-process R&D
  • Closely held corporations
  • Qualitative/Quantitative analysis

OUR ENGAGEMENTS

  • ALEX & ANI, INC.
  • Algeco/Scotsman Holding 
  • Beefeaters Holding Company
  • C&H Industrial Services
  • Crozer Keystone Health Sys.
  • eClinical Works, LLC
  • Exceptional Foods Inc.
  • Greenwich Aerogroup, Inc.
  • Hamilton Lane Advisors, LLC
  • Healthix, Inc.
  • Liberty Tree & Landscape
  • McCormick & Co., Inc.
  • Mississippi Power Company 
  • Neustar, Inc. 
  • Oerlikon Solar USA, Inc.
  • Sika Corporation
  • The AES Corporation
  • Wealthcare Capital Mgmt. 

Articles on Valuation from the BSCO Blog:

Proposed IRS Regulations WOULD Increase Taxes For Many FAMILY Businesses
Oct 15, 2016 12:00:00 AM

IRC Section 2704 Update As discussed in last month’s newsletter, proposed changes by the IRS to Section 2704 of the Internal Revenue Code would increase taxes for many family businesses.  The...

Proposed IRS Regulations WOULD Increase Taxes For Many FAMILY Businesses
External Business Transitions – The Preparation and Decision Phase
Aug 14, 2016 12:00:00 AM

PREPARING YOUR BUSINESS FOR EXIT (OR GROWTH) Last month’s newsletter touched on the Discovery Phase of planning for a business transition, which consists of getting a grasp on the nature of your...

External Business Transitions – The Preparation and Decision Phase
External Business Transitions - The Discovery Phase
Jul 26, 2016 12:00:00 AM

EXTERNAL BUSINESS TRANSITIONS – The Discovery Phase In general, an external business transition (or sale) is structured as either a transfer to a charitable trust or a sale to a third party. As we...

External Business Transitions - The Discovery Phase
Internal vs. External Transitions – Key Differences
Jun 27, 2016 12:00:00 AM

As we touched on previously, there are a variety of methods under two business transition strategies: Internal Transitions Transfer the business to family Transfer to co-owners Sell the business to...

Internal vs. External Transitions – Key Differences

YOUR VALUATIONS TEAM

Albert A. Lazo

ALBERT A. LAZO, MBA, CVA

Al is a Certified Valuation Analyst (CVA) and has more than 15 years of business consulting experience, which includes nearly 10 years in valuation services. The CVA is the premier accreditation for individuals who, for many reasons, are uniquely qualified to provide Business Valuation Services. Prior to joining BS&Co, he worked in the valuation divisions of KPMG and BDO. He has served a wide range of Fortune 500 and middle market clients, including energy, oil, chemical, retail, and manufacturing companies.

 

MICHAEL W SIMPSON

MICHAEL W SIMPSON, CPA, CVA  

Michael's extensive experience in consulting with entrepreneurs on income tax planning, financial, retirement and succession planning, gives him a unique perspective in dealing with the complexities and advising on business valuation matters. His knowledge ranges from start-ups to mid-sized privately owned businesses in various industries including construction, wholesale,  commercial real estate, healthcare and professional services.