Taxpayers face increasingly complex and ever-evolving regulatory issues and scrutiny.  BVA’s valuation professionals have extensive experience in guiding clients through such issues.  BVA has provided gift and estate tax valuation services for over four decades. We have extensive experience in analyzing a wide variety of business interests, such as: 

  • Interests in C-corporations, S-corporations, family limited partnerships (FLPs), and limited liability companies (LLCs) 
  • Closely held corporations (common stock, preferred stock, and options/warrants) 
  • Interests warranting discounts for lack of control and discounts for lack of marketability 
  • Restricted stock 
  • Large blocks of public stock 
  • Stock options and other derivatives 
  • Investments held by Grantor Retained Annuity Trusts (GRATs) or other Trusts 
  • Notes receivable 

BVA’s gift and estate tax valuation professionals have worked with clients across many geographies and industries and have successfully defended their opinions and provided expert testimony on countless occasions. 

Galatyn Haven was formed in 2014 as a platform for Al G. Hill, Jr. to invest in The Haven Group LLC, which subsequently became a joint venture with Simon Property Group.  Haven Group was formed to acquire approximately 22 acres of land in West Haven, Connecticut in an area experiencing economic decline, and redevelop the property into an outdoor retail center of approximately 70 shops and several restaurants.

BVA has performed estate and transfer planning valuations for the Hill family, which owns Galatyn Haven.

Bray International designs and manufactures a variety of flow control products including valves, actuators, and other specialty products.  The company is headquartered in Houston, Texas and has manufacturing, distributing, and sales operations located worldwide.   

BVA has valued Bray on multiple occasions for transfer planning purposes.

Action Credit is a consumer lending entity specializing in signature/small installment loans issued in accordance with the Texas Finance Code. The Company operates 14 stores across Texas, most of which were located in the lower Rio Grande Valley region of the state.

BVA provided estate tax filing valuation services to an investor in Action Credit.