BVA professionals have extensive experience in guiding corporations and their legal counsel through the myriad of valuation issues encountered amid the ever-evolving federal, state, and local tax regulations.  As one of the oldest independent valuation advisory firms in the United States, we have wide-ranging experience in minimizing risk for public and private companies of all stages and sizes in their tax compliance and planning.  Our corporate tax valuation and advisory professionals deliver defensible and efficient solutions in a variety of contexts, such as: 

  • Equity-based compensation–Internal Revenue Code ("IRC") 409(A) and 83(b) 
  • "C" corp to "S" corp conversion –IRC 1374 
  • Personal goodwill/non-compete valuations 
  • Executive compensation–IRC 280(g) 
  • Limitation on net operating loss carry forwards–IRC 38 
  • Like kind exchanges–IRC 103 
  • Valuation of restricted stock and derivatives 
  • Discounts on large blocks of public stock 
  • Securitized lending 
  • Transfer pricing 
  • Intangible assets, such as noncompetition agreements 
Sabine is an independent oil and natural gas company engaged in the acquisition, exploration, development, and production of oil and natural gas properties in the Cotton Valley Sand and Haynesville Shale formation, located in East Texas.

BVA has provided Sabine with a calculation of differential discounted cash flows for purposes of assessing the fair market value of restrictive covenants contained in employment agreements for tax planning purposes.

Merichem is a leading provider of process technologies and related engineering and process equipment that removes sulfur and other impurities from hydrocarbon liquids and gases in the downstream and upstream energy sectors.  For over 40 years, Merichem has provided hydrocarbon treating solutions and by-product management services for the refining and petrochemical industries.  While it began as a domestic operator, today Merichem’s products and services are offered worldwide.

BVA has provided valuation services regarding profit sharing plans, management planning, and financial reporting.