Jeff BaePartner, Valuation Services, Inc.
+ 1 571-447-5402
www.valuationservice.com
Founded in 1995, Valuation Services, Inc. (VSI) is one of the nation’s premier business valuation firms, with offices in Washington, DC, New York City, and Miami. Since inception, VSI has provided over 10,000 valuation opinions for both private and public entities with annual revenues ranging from under $1 Million to over $1 Billion. VSI provides comprehensive valuations for investment holding entities and businesses in various industries, and in locations throughout the U.S. and parts of Europe and South America. VSI also provides valuations for promissory notes and other intangible assets.
Our experts possess various professional accreditations such as CPA, CVA, CFA, MBA, and JD, and have valuation, private investment, and operational business backgrounds. Our status as an independent, full-service valuation firm enables us to provide our clients with the valuation services they need without any potential conflicts of interest that could arise by offering ancillary professional services.
Our business valuations are used for:
- Gift, estate, and income tax reporting,
- Financial reporting,
- Corporate planning,
- Employee ownership (ESOPs),
- Litigation support and divorce expert witness, and
- Financing.
Jeff provides valuation consulting services for business owners, attorneys, accountants, and other professional services providers, for gift and estate tax reporting, income tax reporting, reorganizations, buy/sell agreements, marital dissolution, litigation support, IRC §409A (deferred compensation), financial reporting (i.e., ASC 805/350 and SFAS 123R), ESOPs, and financing purposes. Jeff’s main expertise is in the valuation of ownership interests in operating businesses and closely-held, private entities that own real properties, marketable securities, private equity/hedge funds, and other investments. Jeff has been involved in over 6,000 valuation engagements and has been with Valuation Services, Inc. since 2002. Jeff began his career as an international tax associate at PricewaterhouseCoopers in their National Tax Office.
Certification and Education
- Admitted to the Maryland Bar
- Certified Valuation Analyst
- University of Virginia – MS in Accounting – Tax – DuPont Fellowship Recipient
- University of Miami School of Law – JD – Member of the Business Law Review
- Emory University – BA, Sociology
Professional Affiliations and Memberships
- Maryland Bar Association
- American Bar Association
- National Association of Certified Valuators & Analysts (NACVA)
- ESOP Association
- Virginia Chapter of NACVA
- Northern Virginia Estate Planning Council
- Washington, DC Estate Planning Council
- Charlottesville Angel Network
- Riverbend Capital
- National Association of Divorce Professionals