TRUSTS AND ESTATES
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.
“Details were presented in an accurate and straightforward matter. Professionals we work with, such as lawyers and accountants, were equally impressed with their service.”
“We have used JBVal since 2012. Kevin is very personable and makes you feel confident in his abilities.”
“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.”
“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.”
“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.”