Valuation Services

BMSS Manager Testifies Before the IRS on Behalf of the NACVA

Written by Dalton Hopper, CFE, CVA, ABV Recently, I had the opportunity to testify before the IRS in Washington, D.C. as a Standards Board member of the National Association of

Fortifying Futures: How the U.S. Supreme Court Changes the Way We Navigate Life Insurance and Buy-Sell Agreements

Written by Dalton Hopper, CFE, CVA Two brothers, Michael and Thomas Connelly, were owners of Crown C Supply, a building supply company in St. Louis, Missouri. The two brothers entered

Maximizing Legacies: Navigating Business Valuations for Estate and Gift Tax Purposes

Written by Dalton Hopper, CFE, CVA As part of the 2017 Tax Cuts and Jobs Act, the gift and estate lifetime exclusion amount was raised and is currently set to

The Difference One Word Makes

Written by Dalton Hopper, CFE, CVA There are few situations in which one word can make all the difference. In this example, we’re examining the difference between fair market value

Understanding Your Buy-Sell Agreement – Part 5

Written by Dalton Hopper, CVA, CFE This is the last article in our series discussing the valuation aspects of buy-sell agreements. We have discussed what is included in a buy-sell

Understanding Your Buy-Sell Agreement – Part 4

Written by Dalton Hopper, CVA, CFE In our previous articles, we discussed items to consider including in your buy-sell agreement, as well as how to determine your business’ value, and

Understanding Your Buy-Sell Agreement – Part 2

Written by Dalton Hopper, CVA, CFE Recently, we kicked off a series discussing buy-sell agreements and what business owners and business advisors should know when it comes to valuation. In

“What’s My Business Worth?” A Business Valuation Can Help With the Answer

Written by BMSS Supervisor Dalton Hopper, CFE One of the most commonly asked questions from clients is, “What’s my business worth?” Whether you are planning to buy or sell a business,