What We Do
Delivering value by providing supportable valuations.
Bluerock Valuation is a business valuation firm specializing in:
Valuations for purchase price allocations and other financial reporting purposes.
Valuations for estate & gift tax reporting, marital dissolution / divorce, buy/sell agreements, and litigation support engagements.
Machinery & equipment valuations for purchase price allocations.
Contract work for other valuation firms that need to staff-up or lighten their load.
Back-office / outsourced / white label gift & estate valuations for CPA and valuation firms.
We will work as a member of your team using your templates or use our time-tested reports.
“After my company was acquired by a private equity firm, Andy Clausen was recommended for the required valuations. His personal approach to understanding the drivers of value in my business, insightful questions and timely delivery of a quality product. I highly recommend him in the valuation market.”
Valuation Services We Provide
Gift and estate tax planning, compliance
Purchase Price Allocations (ASC 805)
Goodwill & intangible assets (ASC 350 & 360)
Incentive compensation valuations (ASC 718, 409a)
409a valuation for startups
Marital dissolution / divorce
Damages, lost profits, and other insurance matters
Shareholder planning/ buy-sell agreements
Employee Stock Ownership Plan valuation (ESOP)
Mergers + Acquisition pricing analysis
Valuation Consulting
Valuation for eminent domain
Machinery & equipment valuation
Expert testimony
Areas Where We Excel
Estate & Gift Tax Reporting
Business valuation for estate planning purposes to assist you in calculating the presumed amount of estate or gift taxes. Valuation of a business, or minority interest in a business owned by the estate of a deceased person when you are preparing and filing an estate tax return.
Back-Office Valuation Support for CPA Firms
Partner with Bluerock Valuation as a white-label or outsourced valuation provider and now your firm has a full-service valuation department. We can work as a member of your team using your templates, or put your branding on our time-test templates.
Financial Reporting Valuations
Intangible asset valuations for purchase price accounting and goodwill impairment as a result of business combinations. We perform fair value measurements for ASC 805, 350, 360, & 718. We also provide M&E valuation services.
Machinery & Equipment Valuation
M&E / PP&E valuations primarily for purchase price accounting as a result of business combinations. We perform fair value measurements for ASC 805.
