Independent Business Valuation Services in Greater Boston

Brookline Valuation Services, Inc., led by Mark Shifrin, ASA, provides independent valuations of businesses, ownership interests, intangible assets and complex securities. We assist clients throughout Greater Boston and New England with tax reporting, financial reporting, stock-based compensation, ownership transitions, litigation and strategic transactions.

Clients work directly with an experienced valuation professional throughout the engagement. Our analyses are prepared to withstand scrutiny from auditors, tax authorities, attorneys, courts and other intended users.

Gift Tax and Estate Settlement Valuations

A significant part of our practice involves valuations of privately held businesses and ownership interests for gift-tax reporting and estate settlement. We work with estate-planning attorneys, CPAs, executors, personal representatives, trustees and families to develop well-supported fair market value conclusions for federal and Massachusetts tax filings.

Our work includes valuations supporting IRS Form 709 gift-tax returns, federal Form 706 estate-tax returns, Massachusetts Form M-706 estate-tax returns and, when applicable, basis reporting associated with Form 8971 and Schedule A. We prepare date-of-gift, date-of-death and alternate-valuation-date analyses for interests in corporations, limited liability companies, partnerships, family investment entities and real-estate holding companies.

These engagements frequently involve noncontrolling ownership interests, restrictions on transferability, discounts for lack of control and lack of marketability, historical or retrospective valuation dates, and the analysis of operating and non-operating assets.

What clients say about us?

“We retained Brookline Valuation Services to provide us with a 409A valuation. Mark’s process and preparation made it easy for management to get him the information he needed. He understood our business model very quickly and asked pointed and pertinent questions. His report was of the highest quality and delivered almost a week before it was promised. A pleasure to work with, we will continue to use Mark for all our future valuation needs.”  

Nick Kimball, President and CEO of Lattix, Inc.

"Brookline Valuation Services really took the time to understand our business and provided a thorough and thoughtful analysis.  Despite a very tight timeframe for our engagement, BVS met our deadline with no delays.  Mark Shifrin is a highly skilled valuation professional.  I look forward to working with him again."

Donna Dooley, Chief Financial Officer at MedOptions, Inc.

"We needed a 409a valuation prior to establishing an option price for our newly created Stock Option Plan. We had a number of other high priority and urgent initiatives underway at precisely the same time. Mark was able to complete the 409a valuation in a timely manner and, importantly to us, with an absolute minimum burden to the management team."

Rick Brown, Co-Founder and President of Avia Biosystems, Inc.