About

Rod Burkert (Bio – Vitae) is a co-founder of Burkert Valuation Advisors, LLC, a business valuation and litigation consulting services firm. His practice focuses on valuation engagements for:

• Wealth transfer planning
• Buy-sell agreements
• Divorce proceedings
• General corporate purposes
• Partner/shareholder interest dispute
• Commercial damage/economic loss

BVA has a broad range of valuation and litigation experience. This experience includes early stage and mature companies operating in a wide variety of industries. BVA has been retained by public and private companies, business owners, stockholders, fiduciaries, attorneys, and accountants.

Services for Individuals

BVA assists individual clients and their advisors with wealth transfer planning and prepares reports that comply with the rigorous valuation disclosure requirements of the IRS for income, gift, and estate tax returns. BVA also provides valuation services and expert testimony for parties in marital dissolution proceedings. When conclusions reached in equitable distribution have significant tax implications, BVA can help develop strategies that allow the parties to preserve assets and maximize cash flow.

Services for Businesses

BVA meets the specific needs of business clients by providing general corporate valuation services in the areas of S-corporation elections, buy-sell agreements, early stage company valuations, M&A transactions, intangible asset valuations, and reasonable royalty determinations. Written reports are tailored to the needs of the client and the documentation requirements of third-party users.

Services for Law Firms

BVA furnishes litigation consulting services to law firm clients for partner/shareholder disputes, intellectual property infringement, and commercial damage/economic loss matters. Attorneys receive the strategic input they require for their case, including identifying actual, potential, and mitigating damages, quantifying an initial estimate of economic loss, and preparing discovery requests for financial records. BVA then prepares an expert report suitable for arbitration, mediation, or trial, renders expert testimony, critiques an opposing expert’s report and deposition testimony, and assists in the preparation for cross examining opposing experts.