Forensics & Valuation Services Brochure

Business Valuations

What is your business or business ownership interest worth? The answer depends on a variety of issues, many of which are complex and far removed from simple calculations. Accounting standards for financial reporting require the valuation of identifiable intangible assets for purchase price allocations and recurring testing of goodwill for impairment.

Valuation for financial reporting requires a thorough understanding of current and changing accounting standards as well as the use of multiple valuation techniques. Whether for financial reporting, gift and estate tax purposes, shareholder agreements, or other purposes, BKD can provide valuation services to meet your needs.

BKD performs valuations of businesses, business interests and intangible assets for many industries. Our professionals are experienced at identifying not only the issues common to all company valuations, but also those specific to a particular industry.

BKD has valuation professionals who hold multiple professional designations, including:

  • Accredited in Business Valuations (ABV) from the American Institute of Certified Public Accountants
  • Accredited Senior Appraiser (ASA) from the American Society of Appraisers
  • Certified Valuation Analyst (CVA) from the National Association of Certified Valuation Analysts

We provide valuation services for the various purposes, including:

  • Estate and gift tax
  • Purchase price allocations and goodwill impairment testing
  • Shareholder agreements
  • S corporation conversions
  • Stockholder disputes
  • Business planning

Carol Lewis

Partner
Forensics & Valuation Services

Carol Lewis

Partner

Forensics & Valuation Services

Professional Services

Wells Fargo Center
1700 Lincoln Street, Suite 1400
Denver, CO 80203-4514

Denver
303.861.4545

Angela Morelock

Partner
Forensics & Valuation Services

Angela Morelock

Partner

Forensics & Valuation Services

Not-for-Profit & Government, Professional Services

910 E. St. Louis Street, Suite 200
P.O. Box 1190
Springfield, MO 65806-2523

Springfield
417.865.8701

Jodi Hollaway

Managing Consultant

Jodi Hollaway

Managing Consultant

Health Care

One Metropolitan Square
211 N. Broadway Suite 600
St. Louis, MO 63102-2733

St. Louis
314.231.5544

Nancy Foringer

Managing Consultant

Nancy Foringer

Managing Consultant

Financial Services

Two Leadership Square South Tower
211 N. Robinson Avenue, Suite 600
Oklahoma, City, OK 73102-9421

Oklahoma City
405.842.7977

Shauna Woody-Coussens

Director
Forensics & Valuation Services

Shauna Woody-Coussens

Director

Forensics & Valuation Services

Not-for-Profit & Government, Professional Services

1201 Walnut Street
Suite 1700
Kansas City, MO 64106-2246

Kansas City
816.221.6300

Steve Farrell

Partner
Forensics & Valuation Services

Steve Farrell

Partner

Forensics & Valuation Services

Other

201 N. Illinois Street, Suite 700
P.O. Box 44998
Indianapolis, IN 46244-0998 (46204)

Indianapolis
317.383.4000

Todd Burchett

Partner
Forensics & Valuation Services

Todd Burchett

Partner

Forensics & Valuation Services

Professional Services

10001 Reunion Place, Suite 400
P.O. Box 1580
San Antonio, Texas 78216

San Antonio
210.341.9400