Berning & Heidebrecht, Ltd. and ValuationUSA

merged to enhance the expertise and service offerings available to their clients.

Click Here for September 2020 Announcement
Valuation | Succession | Expert Witness | Resolution
Experience and expertise that creates greater leverage!
Consulting

We are CPAs, MBAs, former CFOs and COOs with very significant experience, training, and credentials. When selecting a professional you want an expert whose training, experience, and skill enables an accurate and supportable conclusion.

Business Valuations

Business valuation is a complex, thorough process requiring both broad and deep knowledge of accounting, finance, economics and business, expert application of recognized valuation methodologies, and diligent adherence to professional standards.

Expert Witness

Dispute and expert witness services generally involve the application of specialized knowledge and investigative skills to collect, analyze, and evaluate evidential matter and to interpret and communicate findings in the boardroom, court room or other legal or administrative venue.

Divorce Financial Services

Our experts have decades of experience in the entire scope of financial analyses related to a marital dissolution, including complex cases involving multi-million dollar estates and high-profile individuals. 

ValuationUSA is a valuation and advisory firm of highly experienced professionals.

We leverage our “hands on” business experience with professional experience and expertise. We are one of the most experienced teams of consultants and valuation experts in the Upper Midwest.

Our attention to the details is unequaled. Because of our reputation for professionalism and quality work, our new clients predominantly come to us as referrals from other clients, client professional advisors, and colleagues in the profession.

We serve primarily closely-held businesses and their owners and professionals and high net worth individuals. Our qualifications enable us to serve a wide variety of industries.

To enhance the value of our services, we define engagements to align with each client’s specific needs. Whether your need is a preliminary estimate for initial planning, a consultation to optimize your opportunities, or a formal report, we deliver services at the highest value.

Our Focus

Opinions:

  • Business Valuation
  • Valuation for Financial Reporting: Purchase Price Allocation, Intangible Assets, Goodwill, and Impairment
  • Gift, Estate and Income Tax Valuations
  • Employee Stock Ownership Plans (ESOPs)
  • Valuations of Entities with Real Estate and/or Unique Assets and Risks
  • C to S Conversations
  • Commercial Litigation: Economic Damages, Valuation Disputes, Lost Profits, Bankruptcy Matters, Tax Litigation
  • Expert Witness Testimony

Divorce:

  • Financial Analyses and Consulting
  • Financial Early Neutral Evaluation (FENE) Services
  • Financial Mediation Services
  • Expert Witness Testimony
  • Business Valuation

Consulting:

  • Owner and Management Succession Transition and Planning
  • Owner Wealth Transfer Planning
  • Business Value Enhancement Consulting
  • Operations Optimization
  • Strategic Acquisitions, Divestitures, and Recapitalizations
  • Transaction Advisory: Sell-Side & Buy-Side Analysis, Financial Due Diligence
  • Financial Analytics
  • Executive and Management Coaching
  • Executive Compensation Analysis
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