Forensic & Valuation Services Group

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Business Valuations
With so many methods for evaluating the worth of a business, it can be difficult to know which is appropriate. Having certified valuation analysts with accreditation in business valuation, and an accredited senior appraiser, ensures that an appropriate methodology is applied to each unique situation.

•  Estate and gift tax planning and compliance
•  Marital dissolution
•  ESOP's
•  Mergers, acquisitions, sales and divestitures
•  Business dissolutions or re-capitalizations
•  Buy-sell agreements
•  Succession planning
•  Incentive compensation programs
•  Charitable contributions
•  Preparation of personal financial statements
•  Purchase price allocations
•  FLPs (family limited partnerships)/LLCs limited liability companies)
•  Goodwill impairment
•  Shareholder options

Forensic Accounting
The prevention, detection and investigation of unethical behavior, in particular fraud and corruption, can be sensitive, requiring the utmost professionalism. You can be assured that our certified fraud examiner will conduct thorough and discreet investigations.

We can also guide a company through deterring unethical behavior before it happens, by uncovering possible catalysts and implementing financial best practices.


Litigation Support
Whether you are working on behalf of a plaintiff or a defendant, we can offer extensive experience and the expert support you need. Known for our ethical analysis and objective reports, judges and attorneys have relied on our reports to make sense of complex matters and to uncover opposing experts' intentionally confusing assertions.

Your legal team can draw on our expertise in litigation support for cases involving:

•  Lost profits and economic damages analyses related to contract disputes, product liability, malpractice, wrongful discharge, condemnation, eminent domain and discrimination claims, among others
•  Business valuation
•  Expert testimony
•  Tracing of marital assets
•  Forensic consulting
•  Shareholder disputes
•  Bankruptcy/Insolvency

"Brockman, Coats, Gedelian & Co. has, over the last year, performed
substantial forensic accounting services ... in a couple of complex litigation
matters, both leading to good results. The more recent case required the
preparation of an expert report which was submitted to a federal judge, in
response to a dangerous case and expert reports submitted by the other
side. [BCG's] analysis was thorough and credible and, in plain language,
completely undercut the opposing expert reports. It was part of what the
federal judge relied on in dismissing the other side's case by summary
judgment. Even if the judge had not granted summary judgment, [BCG's]
report provided me with, in essence, a how to manual for how to destroy
the opponent's case at trial. Not only was I impressed with their work, but
so was my client. I am very confident that BCG&Co. will do an excellent job
in any future complex litigation I have."
- Partner, Prominent Akron Law Firm
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Mergers & Acquisitions
More and more companies are turning to M&A deals for faster
growth and aggressive expansion as an alternative or complement
to organic growth.
Whether you are selling or buying, our professionals have the
experience, credentials and training needed to provide a thorough
analysis and consultation of the transaction at hand.
SERVICES (continued)
• Determining client goals and needs
• Assessing strategic options
• Evaluating worth of the business
• Coordinating with other professional advisors
• Assisting in the structuring to maximize seller's after tax dollars
• Reviewing business, accounting and tax aspects of legal documents, including
letters of intent, definitive sales agreements or other agreements and contracts
• Negotiating the transaction
• Closing the deal
Sell Side Services
• Identifying the goals and objectives of your acquisition search
• Identifying and contacting potential targets
• Requesting relevant information from targets
• Coordinating your M&A team, including legal representation and financing
sources
• Assisting in the financial and/or valuation analysis of targets
• Developing strategic tax and financial plans
• Reviewing the letter of intent and assisting with its negotiation
• Leading negotiations to reach a definitive agreement
• Coordinating the final closing
• Conducting financial, tax and accounting due diligence
• Assessing the target's accounting system, internal controls and computer
systems
• Providing tax compliance services, including tax return preparation
• Providing accounting and auditing services
• Coordinating appraisals of real estate and tangible personal property and EPA
studies
• Reviewing business, accounting and tax aspects of legal documents, including
definitive purchase agreements, merger plans or other agreements and
contracts
Buy Side Services
Through years of working with attorneys we know
that the presentation of financial data can be the
key to winning or losing a case. When it comes
to accuracy and clarity you can depend on our
group to deliver results.
Education & Training
In addition to being Certified Public Accountants, our
FVS Group has also received the following certifications
to ensure your situation is handled by knowledgeable
professionals.
- Accredited Senior Appraiser (ASA)
- Accredited in Business Valuation (ABV)
- Certified Valuation Analyst (CVA)
- Certified Fraud Examiner (CFE)
We are dedicated to ongoing training and education so
we can apply cutting edge methods and practices.
Clarity. Accuracy. Dependability.
why should you work with us?
Testimonial
"When referring clients to BCG&Co. for ESOP valuations I am fully confident that
my clients are receiving the highest quality and value services for their company.
My clients benefit by having someone who takes the time to know their industry
and is experienced with ESOP's as well as M&A transactions. Because of their
M&A backgrounds, we feel that they understand the realities of market valuations
much better than the purely theoretical practitioners. They ask great business
questions which result in very defensible and clear valuations. Not only is the
quality of their work better than most I have seen, their response time is three
times faster than their nearest competitor.
As an active professional in the M&A industry, I often confer with them as business
advisors when considering or working on deals. The professionals at
BCG&Co. are well known and respected experts in this industry for their depth of
knowledge and resources, which makes recommending them easily acceptable
to other advisors."
- Sr. Vice President, Leading Investment Bank "
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· Ohio Society of Certified Public Accountants' Conferences
· Auditor of State of Ohio Fraud Conference
· Advisor for the State Auditor's Special Investigations Unit
· Ohio Employee Ownership Council
· Institute of Management Accountants
· National, Regional and State Conferences
· University Lectures
Called upon by local and national media, our experts contribute their time
and expertise to educating and creating awareness in the field of fraud,
forensics, business valuation and mergers and acquisitions.
In Person (includes)
For Courts (includes)
· The Supreme Court of Ohio
· United States Bankruptcy Court
· County Courts
· New York Stock Exchange Arbitration

In my profession as an attorney, it is important that the people I work with are responsive and understanding of my needs as well as my clients. The integrity and attention to detail that the professionals at BCG&Co. provide is outstanding. They are in tune and up-todate with the current trends in the industry and are extremely proactive and creative in their thinking, while providing an ethical and
thorough analysis of the assignment.

-Attorney At Law,
Prominent Cleveland Law Firm