Valuations of both personal and business nature are needed in many different industries and in a variety of circumstances. At BBR, we are committed to providing timely and cost effective valuation services that meet your specific need.

Several of our partners have achieved the Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analysts (NACVA). You can visit the NACVA home page here.

Valuation Services Offered

• Business Succession planning
• Divorce
• Estate and gift tax planning
• Family limited partnerships
• Lost-profit computations
• Mergers, acquisitions and combinations
• Ownership disputes
• Wealth transfer strategies

Contact a Valuation Partner

• Suzanne Ferraro, CPA, CVA

Carmel Office

• Bruce Dunlap, CPA, CVA

Other Services

Accounting

Advisory Services

Audit and Review

Estates and Trusts

Litigation Support

Financial Planning

Tax Services

Valuations

Wealth Management