Who we serve

BEAR serves many types of clients:


Business Owners

Benefits for Business Owners

A business often represents a business owner’s most valuable asset. Whether you want to know what your business is worth for planning purposes, or you need a report for tax or financial reporting, an accurate and realistic business valuation is critical.

Expertise

BEAR’s valuation experts have been valuing businesses for thirty years. Among our staff we have the major valuation credentials, including ASA, CPA/ABV, CVA, CFA, and MVS.

Teamwork

We join your team of trusted advisers, and use information your CPA and others have accumulated about your business. This avoids duplication of effort, keeps costs down, and allows us to benefit from their years of experience with your company. We combine this in-depth knowledge of your business with market and industry data and our expertise to arrive at the most accurate valuation possible.

Reliability

BEAR has participated in more than 7,500 valuations in over 400 industries, with virtually no dispute or adjustments to value. We incorporate extensive market research into our time-tested proprietary system for reliable results produced quickly.

Your Next Step

To find out what kind of information BEAR will need to get started on your valuation, click here.

To find out more about what to expect in the valuation process, click here.

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CPAs

BEAR Serves CPAs in Two Ways

Direct Referral

When you refer your clients to BEAR, you can count on us to make you look good. We can work closely with your firm during the process of gathering client information and producing the resulting report, or we can work directly with the client. Whether you’d like to add us to your team, or you’d like to maintain independence from the valuation process, we’re here to help.

Private Label Services

We can work with your firm behind the scenes to produce valuation reports on your letterhead. BEAR provides valuation support services for several hundred CPA firms nationwide, with our highly qualified staff and our proprietary valuation software developed over a 30-year period. Our wholesale pricing for these services allows for the client’s fees to be shared equitably. You’ll get the benefits of having a business valuation department in your firm without the cost.

Either Way…

BEAR has been valuing companies for 30 years in a wide range of industries. This enables us to quickly identify the risk profile of a business, understand the financial dynamics, and provide an accurate business valuation. The following are some of the common reasons CPAs and their clients come to us for business valuations:

  • Gifts and estates
  • Purchase price allocation
  • Succession planning considerations
  • Buy/sell agreements
  • Shareholder buy-outs and buy-ins

In order to find out more about our wholesale pricing for CPAs, please give us a call.


Attorneys


Benefits for Attorneys

Expertise

BEAR brings 30 years of valuation experience in providing business valuation expertise and litigation support. BEAR has been engaged by many premier professional firms in the country, including national, regional, and local law firms and their clients. Among our staff we have the major valuation credentials, including ASA, CPA/ABV, CVA, CFA, and MVS.

Timeliness

We invest the time to understand the “broad picture” of your client’s legal or planning issues to ensure that our business valuation engagements address the specific matters involving your clients. We realize timing is critical, and our rapid turn-around helps meet tight deadlines for your clients.

Experience

Commercial litigation requires the insight of experienced and accredited business valuation professionals. BEAR provides business valuations which are defensible and thoroughly documented to support your client’s legal position.

The following are some of the common situations law firms come to us on behalf of their clients:

  • Shareholder buy-ins or buy-outs
  • Buy/sell agreements
  • Shareholder disputes
  • Minority oppression cases
  • Employee stock incentive plans (ESOPs)
  • Estate tax and gifting
  • Commercial damages
  • Mergers and acquisitions

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Bankers and Lenders

Benefits for Bankers and Lenders

BEAR works with lenders to provide the confirmation of value required prior to the issuance of a loan for acquisition purposes. When mandated by the SBA, we also perform compliant valuations for 7(a) loans. BEAR analyzes the risk measures of companies which helps lending institutions to make the most informed decisions.

We realize timing is important and our speedy turn-around often helps meet tight deadlines for your clients. Among our staff we have the major valuation credentials, including ASA, CPA/ABV, CVA, CFA, and MVS.

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Financial Planners & Wealth Managers

Benefits for Financial Planners & Wealth Managers

Teamwork

BEAR is a valued team member with financial planners and wealth managers and their clients, preparing valuations for a number of different situations:

  • Gifting / estate planning
  • Succession planning
  • Business sales, mergers and acquisitions
  • Shareholder buy-out, shareholder buy-in
  • Stock options – employee stock incentive plans (ESOPs)
  • Buy/sell Agreements

Accredited

Business valuations of privately held business interests are essential for estate planning, gifting, estate settlement and IRS reporting of estate or gift transactions. It is imperative to have a professional, accredited third-party business valuation filed along with an Estate and Gift Tax return. Among our staff we have the major valuation credentials, including ASA, CPA/ABV, CVA, CFA, and MVS.

Quality Work You Can Stand Behind

A comprehensive, well-supported business valuation is crucial when gifting interests in a company or upon the death of a shareholder for tax compliance purposes. BEAR uses commonly accepted valuation methodologies that will stand up in the event of a future challenge. Our certified valuation reports adhere to valuation standards meeting the valuation guidelines established under Revenue Ruling 59-60 for gift and estate tax purposes.

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