SERVICES OFFERED
 
BVS provides services in the following areas to meet your value-related and strategy needs:

  • PURCHASE / SALE OF BUSINESS

    Valuations for transaction pricing in arm's length sales or purchases of businesses or shares of companies.

  • ESTATE AND SUCCESSION PLANNING

    Valuation and tax advice, in conjunction with tax specialists, with respect to tax-based corporate reorganizations and estate and succession planning for family businesses.

  • STRATEGIC AND FINANCIAL ALTERNATIVES CONSULTING

    Evaluation of alternatives and opportunities (i.e. real options) for enhancing shareholder value, including divesture of business units, acquisitions, continued investment in core businesses, refinancing or sale of entire company, and assistance to clients in selecting the best option.

  • INTELLECTUAL PROPERTY

    Valuation of brands, trademarks, patents, technology and other intellectual assets. Access to proprietary royalty rate database(s) for estimating market royalty rates for licensing purposes.

  • SHAREHOLDERS' AGREEMENTS AND VALUE DISPUTES

    Valuations to resolve value disputes among shareholders where no shareholders' agreements exist. Assistance in providing valuation input and funding requirements when drafting new or revising existing shareholders' agreements.

  • RELATED-PARTY TRANSACTIONS AND FAIRNESS OPINIONS

    'Formal valuations' and 'fairness opinions' required in related-party transactions pursuant to relevant corporate and securities laws.

  • LITIGATION SUPPORT

    Preparation of sound, objective value opinions and presenting expert witness testimony in court.

  • CRITIQUES OF VALUATION OPINIONS RENDERED BY OTHERS

    Provide comfort with or additional support for opinions with which we are in agreement. Alternatively, review said opinions and provide comments on possible deficiencies, errors, or internal inconsistencies.

  • NEGOTIATIONS WITH TAXATION AUTHORITIES

    Negotiation with relevant taxation authorities on behalf of taxpayer involving valuations prepared by the taxpayer or on behalf of same by other valuators. As a matter of principle, BVS does not prepare "to-be-negotiated" valuations -- that is, valuations solely for negotiation purposes.

Except to the extent that expertise is found within BVS, specialists will be engaged where BVS lacks appropriate technical support.