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

A Gift from the IRS

It’s rare we receive a present from strangers, but the IRS of all sources routinely provides one to surviving spouses.  The assets surviving spouses...

Gifting & The Stock Market

While the proverb “Every cloud has a silver lining” is always true, sometimes it’s hard to find the silver lining.  Where is that lining for you, as...

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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“We hired JBVal recently and were very happy with both the relationship and the outcome. They were knowledgeable and understood our business and what we needed. The staff at JBVal were very responsive and easy to work with, which made the experience all the better. I would highly recommend JBVal to any business owner in need of a valuation.”

Jenn Calabrese
Calabrese Consulting LLC
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“I always highly recommend JBVal when my clients are considering obtaining a business valuation. Their professionalism, responsiveness, and attention to detail are second to none.”

William A. Gartland, Lazer
Aptheker, Rosella & Yedid, P.C.
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“We have used JBVal since 2012. Kevin is very personable and makes you feel confident in his abilities.”

Janeen M. Swanson
Weathermaster Building Products, INC.
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“Kevin did a great job of handling the valuation project and finished prior to what was a very tight deadline. He was always available to answer my questions both during and after the project.”

Kevin McCourt
A&Z Pharmaceutical Inc.
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“Details were presented in an accurate and straightforward matter. Professionals we work with, such as lawyers and accountants, were equally impressed with their service.”

Andre Mendoza
Allan Chemical

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