FAIR. DEFENSIBLE. TIMELY.

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ABOUT JBVAL

Since 1985, our passion at JBVal is to serve the valuation needs of business owners and their professional advisors with timely, fair, defensible valuations and objective business advice. Valuations of closely-held entities is all we do. This eliminates any conflicts of interest with our clients’ existing professional advisors.

Services

TRUSTS AND ESTATES

Valuations

Equity Compensation

ESOP

INSIGHTS

WORKING WITH TRUSTED ADVISORS

JBVal provides timely, thoughtful, well-supported valuations for trust and estate planning and administration, equity compensation plans, buy-sell agreements, ESOPs, and other bespoke purposes.

We offer a tailored solution that limits the time and internal resources we require from our clients and their advisors. Our typical turnaround time is a maximum of 20 business days. The recent pandemic proved our ability to meet this deadline despite an influx of work.

From distributors to manufacturers to service organizations to tech companies and many other industries, we service clients across the country. Our team holds an extensive understanding of medium to large businesses, their unique challenges, and drivers of success. Since our valuation expertise is based on finance and valuation principles and we utilize industry-specific primary data, we work across multiple industries.

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