Trusts and Estates

From planning transfers of interests to administration of estates, we provide the IRS-compliant valuations that professional advisors and their clients require.

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Buy-Sell Agreements

These crucial agreements need periodic valuations to support buyout requirements among partners, including funding by life insurance.

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Equity Compensation

JBVal has successfully completed innumerable engagements to fairly and objectively value compensation plans and strategies.

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Employee Stock Ownership Plans

Employee Stock Ownership Plan valuations are subject to increasing scrutiny and regulations. We adhere to the principle that our valuations must be fair to all parties.

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JBVal delivers rock-solid valuation results with speed and satisfaction. Our team is here to help business owners and their advisors with the timely, fair, and defensible valuations they need.