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BerganKDV

Business Valuation

Know the value of your business.

Knowing the value of your business is critical to short- and long-term business operations. Whether you’re buying a business, selling part of your operation, developing a succession plan or planning your estate, we have the knowledge and experience to help you to make informed and educated decisions.

Services

BerganKDV offers four main types of business valuation services:

  1. Tax – valuations for tax planning related to estate, charitable gifts, family gifts and business succession.
  2. Business – valuations for mergers and acquisitions, sale of the company, buy-sell agreements or purchasing minority interests. This can extend into assisting in negotiating and/or structuring the transaction for tax consequences.
  3. Litigation – valuations may be required to detail assets for lawsuits involving divorce, partner dispute or economic loss. Experienced assistance in arbitration and mediation is also available.
  4. Banking related – valuations during the loan process or for renewal of a loan, particularly if the loan is backed primarily by cash flow as compared to traditional collateral.