Valuation Services

Valuations that inform strategy—not just satisfy requirements

Business owners face pivotal moments—planning for a sale, transition, ESOP, or estate strategy—often without clear insight into what truly drives value. Uncertainty around valuation can stall decisions, create risk, or leave value on the table.

BerryDunn’s business valuation team partners closely with clients to deliver rigorous, defensible analyses paired with practical insight. Our collaborative approach goes beyond “checking the box,” helping clients understand their options, align valuation with long-term goals, and make informed decisions with confidence.

From establishing a clear baseline valuation to supporting complex transactions and long‑term planning, BerryDunn delivers integrated valuation services that help owners understand value, evaluate options, and move forward with confidence.

Value acceleration

Identify what drives value and align strategy with long-term goals.

Business valuations

Establish credible, defensible value for privately held businesses.

Financial reporting

Support accurate valuation for financial reporting requirements.

ESOP consulting

Guide ESOP feasibility, formation, and ongoing valuation needs.

Transaction advisory services

Bring confidence and objectivity to complex transactions.

Estate and gift tax planning

Align valuation with long-term wealth transfer strategies.

Value acceleration

We help you understand where your business stands today and where you want it to go. Our value‑acceleration approach connects valuation insights to strategic goals, such as ownership transitions, acquisitions, expansions, ESOP planning, or a potential sale.

Business valuations

Our team delivers thorough valuations tailored to privately held businesses, providing clear, supportable conclusions for planning, transactions, and reporting needs—without unnecessary complexity or distractions.

Financial reporting

We provide valuation support for financial reporting requirements, helping organizations meet standards with confidence through clear methodologies and well‑documented analyses tailored to complex ownership and capital structures.

Stock‑based compensation

We help you determine fair value to support compliant compensation reporting.

Purchase price allocation

Our team helps allocate value accurately after acquisitions.

Complex securities

We help you value complex capital structures with clarity and consistency.

ESOP consulting

We support ESOP planning through independent valuations and feasibility analyses that help owners assess fit, understand value, and determine whether an ESOP aligns with long‑term business and transition goals.

ESOP valuations

We provide independent ESOP valuations that support plan formation, compliance, and ongoing ownership transitions.

Feasibility studies

Our feasibility studies help determine whether an ESOP is a practical and strategic option based on financial and ownership goals.

Transaction advisory services

Our transaction advisory services deliver objective valuation and financial analysis that help buyers, sellers, and stakeholders understand value, risks, and performance throughout mergers, acquisitions, and other transactions.

Fairness opinions

We deliver independent fairness opinions that help stakeholders evaluate whether transaction terms are financially fair.

Quality of earnings

Our quality‑of‑earnings analyses help assess the sustainability and reliability of earnings to support informed deal decisions.

Estate and gift tax planning

We provide valuation services that support estate and gift tax planning, helping individuals and advisors navigate ownership transfers, gifting strategies, and charitable intent with defensible, well‑supported conclusions.

Estate planning

We help establish values for estate planning needs, supporting ownership transfers and long‑term legacy goals.

Gifting strategy

Our valuations support gifting strategies by helping determine defensible values for tax and planning purposes.

Charitable intent

We provide valuation support for charitable planning, helping ensure contributions are structured and documented appropriately.

Benefits of working with BerryDunn's business valuation consulting team

Collaborative advisory approach

We work alongside clients and their advisors, taking time to understand goals and context, ensuring that valuation insights translate into actionable and focused outcomes.

Focus on privately held businesses

Our team specializes in valuing privately held companies, bringing experience with complex, hard‑to‑value situations and avoiding one‑size‑fits‑all conclusions.

Clarity beyond compliance

We go beyond technical conclusions, clearly explaining what drives value and why it matters—enabling clients to use valuation as a decision‑making tool, not just a report.

Integrated planning perspective

Valuation work is aligned with broader objectives, including succession, ESOPs, transactions, and estate planning—helping clients see the full picture.

Experienced valuation advisors for complex decisions

BerryDunn’s business valuation team brings deep expertise across transaction advisory, ESOPs, estate and gift tax planning, and value acceleration. Clients benefit not only from our valuation specialists, but also from the full resources of BerryDunn’s firmwide advisory teams. Our collaborative approach ensures valuation insights are informed by broader perspectives, leading to better‑aligned strategies and more confident decisions.

Meet our professionals

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Industries we serve

Broadband and Telecom

Family offices

Our deeply experienced, multidisciplinary team works with high-net-worth individuals and their families to develop comprehensive, coordinated strategies.

Our services are tailored to the specific needs of each client. We can offer the expertise of a fully staffed accounting department for short-term assignments or long-term engagements―so you can focus on your business.

Featured content

featured news + insights events success stories

Article

Discounts for lack of control in business valuations

Article

Navigating a dual-track process: How to evaluate a public vs. private sale

Resource

A Field Guide to Business Valuation

Success story

Distributor expands to US, setting up successful sale

Article

Value acceleration in times of uncertainty

Seminars and events

Speaking engagements

Success Stories

Testimonials

"BerryDunn's Valuation Services Team is a professional powerhouse. We were truly impressed with the level of detailed analysis, critical thought and consistent communication that yielded important insights as we navigated our largest private acquisition to date. We were grateful to have an immediately responsive team lead who was able to bring in subject matter experts as needed to uncover and analyze all facets of the business and ultimately synthesize those findings into a clear, digestible, and accurate valuation report. We look forward to working with this all-star team on our next transaction and confidently recommend that others put their trust in their capable hands."

Kir Harris

Acquisitions Lead

Mastway, LLC

"We recently closed a significant transaction in which BerryDunn served as the financial due diligence and tax consultant. BerryDunn guided the client through the due diligence process with extensive experience and responsiveness. The tax consulting team was sophisticated, incredibly knowledgeable of all tax considerations/issues and provided the client with world-class service. I believe our client benefited greatly from having the BerryDunn team on their side and we are looking forward to working together with them in the future."

Valentina Midura

Senior Managing Director

BDO Capital

Valuation services

Clarity and confidence for your most important decisions

Valuations that inform strategy—not just satisfy requirements