BGH Valuation Services

What BGH Valuation Services does

BGH Valuation Services, LLC is a privately held NACVA-certified business valuation and appraisal firm founded in 2016 by Brandon Hall and headquartered in Albertville, Minnesota, with additional offices in New York and Los Angeles. The firm delivers independent, defensible valuation reports for four primary customer segments: SBA lenders (community and regional banks requiring SBA 7(a) underwriting support), attorneys (litigation, divorce, partner disputes, expert witness testimony), CPAs (tax transactions, estate and gift planning, goodwill impairment, buy-sell agreements), and small business owners (M&A, succession planning, exit planning, 409A and ESOP valuations). Its core offerings include SBA business valuations, certified business appraisals, machinery and equipment appraisals, and expert witness services, supported by specialized sub-products covering M&A valuations, purchase price allocation under ASC 805, estate and gifting, divorce and litigation, partner buyouts, ESOPs, and 409A valuations. The firm reports more than 3,000 valuations completed across 100+ industries and is licensed to provide services in all 50 U.S. states.

The firm's value proposition rests on credentialed professionals holding CVA, CVGA, CMEA, ASA, and CFA designations, producing reports that comply with SBA SOP, USPAP, IRS Rev. Rul. 59-60, and AICPA standards. Its technology is described as a modern, streamlined valuation platform with standardized workflows and custom-built (rather than template-driven) reports tailored to each engagement's purpose. Revenue is generated on a scope-based professional services model with fixed-fee or hourly options after initial consultation; pricing is not publicly disclosed. The go-to-market is primarily sales-led and referral-driven, anchored by relationships with attorneys, CPAs, business brokers, and a visible roster of named banking clients, supplemented by content marketing through a blog and selective thought-leadership channels. In October 2021, founder Brandon Hall completed an adjacent acquisition of Virtual Bookkeeping USA, signaling potential appetite for tuck-in expansion of complementary professional services.

Name

BGH Valuation Services

Legal name

BGH Valuation Services, LLC

Website

https://bghvaluation.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

BGH Valuation Services is a NACVA-certified business valuation and appraisal firm providing SBA-compliant valuations, M&E appraisals, and expert witness services for SBA lenders, attorneys, CPAs, and small business owners across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

Business Valuation and Appraisal Services

akta.pro primary industry

Business Valuation (Private Companies & Equity Interests) (BPAHANAA)

akta.pro secondary industries

Intangible Asset Valuation (IP, Brand, Customer, Technology) (BPAHANAB), Valuation & Purchase Price Allocation (Deal Valuation) (BPAHAOAK), Financial Reporting Valuation (ASC 820/805, IFRS 13/3) (FSAEAHAB), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Business Valuation (Private Company & Enterprise) (FSAEAHAA)

Keywords

• Business valuation services
• SBA business valuations
• Machinery equipment appraisals
• Litigation valuation support
• Certified business appraisals

Headquarters

HQ city

Albertville

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Business Valuation Services: One-time professional services fees for certified business valuations and appraisals. Pricing is scope-based and determined after initial consultation. Fixed-fee or hourly pricing models available depending on engagement scope and complexity.
2. Machinery & Equipment Appraisals: Valuation services for machinery and equipment for financing, transactions, reporting, and planning purposes. Professional services engagement with scope-based pricing.
3. Expert Witness Services: Litigation support and court testimony services for business valuation matters including divorce, shareholder disputes, IRS cases, and damages claims.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

BGH Valuation Services provides NACVA-certified business valuation and appraisal reports for SBA lenders, attorneys, CPAs, and small business owners. Core services include SBA-compliant business valuations, certified business appraisals (for tax, estate, M&A, divorce, and ESOP purposes), machinery and equipment appraisals, and expert witness/litigation support. Engagements are delivered on a scope-based pricing model across all 50 U.S. states.

Product overview

BGH Valuation Services is a business valuation and appraisal firm offering a comprehensive suite of certified valuation services. The core offerings include SBA Business Valuations, Certified Business Appraisals, Machinery & Equipment Appraisals, and Expert Witness Services. These are supported by specialized valuation services for mergers & acquisitions, purchase price allocations, estate & gifting, divorce & litigation, partner buyouts, ESOPs, 409A valuations, and non-standard specialized business valuations. The company provides independent, NACVA-certified reports for SBA financing, tax reporting, litigation support, and succession planning.

Differentiator

Problem solved

Functional benefit

Products and services

• SBA Business Valuations Business valuation reports prepared for SBA acquisition loans when an independent business valuation is required to support financing, lender underwriting, and transaction documentation. Targeted at SBA lenders, banks, and financial institutions.
• Certified Business Appraisals Professional business valuations used for tax transactions, gift and estate planning, purchase price allocations, divorce, bankruptcy, partner disputes, ESOPs, buy-sell agreements, goodwill impairment, and other consulting needs. Served to CPAs, attorneys, and small business owners.
• Machinery & Equipment Appraisals Qualified machinery and equipment appraisals prepared for financing, transactions, reporting, and planning when value support or documentation is needed. Targeted at SBA lenders and businesses with significant fixed assets.
• Expert Witness Services Expert witness services for litigation purposes including business valuations for divorce settlements, partner and shareholder disputes, economic damage calculations, and IRS and tax court testimonies. Targeted at attorneys and litigants.
• Mergers & Acquisitions Valuations Business valuations for mergers and acquisitions transactions, supporting financial, legal, and strategic decision-making for buyers, sellers, and advisors.
• Purchase Price Allocation (PPA) & Financial Reporting Valuation services for purchase price allocation and fair value measurement required under ASC 805 for financial reporting purposes. Targeted at CFOs, controllers, and CPAs at companies completing M&A.
• Estate & Gifting Valuations Business valuations for gift and estate tax filings, IRS reporting, succession planning, and wealth transfer strategies. Targeted at CPAs, estate attorneys, and family business owners.
• Divorce & Litigation Valuations Business valuations for divorce proceedings and litigation support, providing court-defensible reports for equitable asset division. Targeted at divorce attorneys and family law litigants.
• Partner Buyouts & Shareholder Disputes Independent valuations to resolve partner buyouts and shareholder disputes, facilitating negotiations and legal resolutions. Targeted at business owners, partners, and their attorneys.
• ESOP Valuations Employee Stock Ownership Plan valuations for compliance with annual ESOP requirements and plan administration. Targeted at companies sponsoring ESOPs and their CPAs/advisors.
• 409A Valuations IRC Section 409A valuations for deferred compensation plans and stock option pricing for private companies. Targeted at private company founders, CFOs, and their advisors.
• Non-standard, Specialized Business Valuations Custom business valuations for unique circumstances and specialized industries outside standard valuation categories, addressing non-routine client needs.

Quantifiable outcome

• 3,000+ valuations completed across 100+ industries
• +2 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Baker TillyminorOthersFounder Brandon Hall started his accounting career at Baker Tilly in public accounting before continuing his career at Polaris Industries and Best Buy.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• VMG Health: Specialized valuation and transaction advisory firm providing business, intangible, and fixed asset appraisals — strong sector specialization similar to BGH's M&E appraisal and certified business appraisal offerings.
• Valuation Research Corporation (VRC): Specialized business valuation firm providing independent valuations for M&A, financial reporting, tax, ESOPs, and litigation — overlaps directly with BGH's certified business appraisal and litigation/expert witness offerings.
• Marks Paneth: Accounting and advisory firm with a significant business valuation group providing SBA, litigation, gift/estate, and M&A valuations — directly comparable client base of attorneys, lenders, CPAs, and private business owners.
• Mercer Capital: Independent business valuation and financial advisory firm serving private companies, banks, attorneys, and CPAs across SBA, M&A, ESOP, litigation, and estate planning use cases — directly comparable service mix and customer base to BGH.
• Stax (formerly Capstone Headwaters): Specialized valuation and transaction advisory firm serving private equity, family-owned businesses, and lenders with business valuations, M&A, and ESOP services — directly comparable to BGH's certified appraisal and ESOP work.

Broad incumbents

• Houlihan Lokey (Valuation Services): Global investment bank with a significant valuation and financial opinions practice serving M&A, financial reporting, tax, and dispute matters — comparable technical work to BGH but skewed toward larger enterprise and capital markets clients.
• BDO USA (Valuation & Business Analytics): Top-tier accounting and advisory firm with a dedicated valuation practice covering business, intangible, and fixed asset appraisals for M&A, financial reporting, tax, and SBA/litigation support — directly comparable offerings with a national footprint.
• RSM US (Valuation Services): Mid-market-focused accounting and advisory firm providing business valuations, M&A advisory, and litigation support — competes with BGH for the same SBA lender, attorney, and private-company client base.
• Andersen (Valuation Practice): National tax and advisory firm with a dedicated business valuation practice covering M&A, gift/estate, litigation, and SBA-related engagements — competes with BGH across multiple service lines but with broader firm resources.
• Kroll (formerly Duff & Phelps): Large global valuation, disputes, and risk advisory practice that provides business and intangible asset valuations for M&A, financial reporting, and litigation — a broader incumbent that overlaps with BGH's full service stack but at greater scale and geographic reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bgh-valuation-services-llc

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BGH Valuation Services