The truth is in the details.

With business valuations, those details could mean increased tax liability for your business or estate. Determining the value of your business is just the first step in utilizing valuations as a tool to improve your business, plan your estate, or succeed in litigation. The real key is acting on that knowledge.

Our experience gained over the years as Certified Valuation Analysts® has given us the vital ability to provide you with a sound business valuation based on proven and accepted methods. Business owners and their advisors frequently make decisions that are built on the long-term, so it is incredibly powerful to be able to rely on an appraisal process to help make better long-term choices. Working with a certified team is invaluable when determining the value of your business. Our advisors who specialize in this service are readily available to consult with you in order to provide you with a solution that best suits your needs.

Our Solutions

BMSS is poised to provide you with a valuation that will give you peace of mind in knowing that your business is being valued fairly and expertly. Below are a few of the services that we can provide:

  • Business, ESOP, Estate and Gift, Intellectual Property, SBA Loan and Stock-based Compensation Valuations

  • Business Insurance Loss Calculations

  • Calculation of Value Engagements

  • Complex Dispute and Economic Damages Calculations

  • Forecasts and Projections

  • Partnership/Business Disputes

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The BMSS Difference

Unlock the True Worth of Your Assets

Our team of experts uses advanced methodologies and market analysis to provide you with a comprehensive, reliable valuation that is tailored to your specific needs. Maximize your financial potential and make informed decisions with confidence.


Recently, our valuation professionals were able to provide valuation services to a $220 million manufacturer in order to assist them in establishing a share value for their shareholder buy-sell agreement. The professionals in our practice group hold the Certified Valuation Analyst (CVA®) credential, which requires them to recertify every three years through continuing professional education to enhance their knowledge and maintain a level of competence that is current with the progress of the industry.


We seek out service relationships intended to help our clients experience more confidence and peace of mind.

  • Alliance of Merger & Acquisition Advisors (AM&AA) 
  • National Association of Certified Valuators and Analysts 
  • American Institute of Certified Public Accountants, Forensic and Valuation Services Section 
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The Experts

Daniel Brock, CPA, CVA, CCIFP®


Myra Roberts, CPA, CVA, AEP®


Dalton Hopper, CFE, CVA


Meet the Team

Local Firm. National Knowledge. Global Reach.

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