About

Rod Burkert (Bio – Vitae) is the founder of Burkert Valuation Advisors, LLC, a business valuation and litigation support firm. My practice focuses primarily on valuation engagements related to:

• Wealth transfer planning
• Charitable contributions
• Divorce proceedings
• General corporate purposes
• Partner/shareholder interest disputes
• Commercial damage/economic losses

I have a broad range of valuation and litigation experience, including early stage and mature companies operating in a wide variety of industries. I’ve been retained by public and private companies, business owners, stockholders, fiduciaries, attorneys, and accountants. My practice sweet spot is manufacturing, distribution, and private investment partnerships (including private equity and hedge funds). I don’t do M&A, ESOPs, or healthcare.

Services for Individuals

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

Services for Businesses

I provide general corporate valuation services for business clients in the areas of S-corporation elections, buy-sell agreements, benchmarking company value for exit strategies, 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

I furnish litigation support to law firm clients for partner/shareholder disputes 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 outlining discovery requests. Then, as needed, I prepare an expert report suitable for mediation, arbitration, or trial, critique or rebut an opposing expert’s report, and render expert testimony.