Business Valuation Services in St. Louis for Estate and Strategic Planning
At ValuationStLouis.com and Bridge Valuation Partners, LLC, we provide clear, defensible business valuation reports for estate planning, succession, and strategic decision-making.
Whether you're a business owner planning ahead or a financial professional supporting your clients, we help you understand what your business is worth — and why it matters.
It doesn’t need to be complicated.
Start with a “Reality Check” valuation. We provide you with a reasonable range of value to assist your team in the planning process and determine the most economical options.
Yearly or quarterly business valuation calculations.
Consistent valuation for partner buy-in or buy-out.
Exit planning strategies.
Strategic planning strategies.
Negotiation strategies.
Business Valuation Company in St. Louis
for Estate, Litigation & Strategic Planning
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Estate Planning, Mergers & Acquisitions Valuation Services
At ValuationStLouis.com, we provide clear, defensible business valuation reports for estate planning, succession, and strategic decision-making. Whether you're a business owner planning ahead or a financial professional supporting your clients, we help you understand what your business is worth — and why it matters.
Thinking of selling your business or bringing in a new partner? We provide valuation, tax, and cash flow analysis to help you negotiate confidently and understand your company’s worth.
✔ 20+ years of valuation and litigation experience
✔ Trusted by attorneys, CPAs, and financial advisors
✔ Clear, client-ready reports backed by methodology
✔ Nationwide services with a St. Louis expert
✔ Certified in valuation and mediationWhether you're preparing for retirement, updating estate plans, or negotiating a business deal, the first step is clarity.
Key Offerings:
One-time comprehensive business valuation
Estate or gift tax valuation reports
Strategic valuation consulting for growth or succession
Subscription-based valuation monitoring (monthly or yearly)
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Partner Buyout, Divorce & Litigation Valuation Services
When litigation or settlement is on the line, you need more than just numbers—you need clarity, strategy, and credibility.
We provide valuation analysis and cash flow projections to support attorneys and clients in:
Divorce litigation involving business owners
Tracing separate vs. marital business assets
Determining spousal support (maintenance) based on after-tax income
Visualizing multiple settlement scenarios
Mediation and collaborative divorce settings
Flexible Formats:
We can deliver spreadsheets, financial exhibits, or full valuation reports—whatever best fits your budget, audience, and legal process. Our secure portals allow confidential upload and real-time collaboration.When hired by both parties (joint expert model), we establish strict communication protocols to maintain neutrality and full transparency between attorneys and clients.
✅ Cost-effective. Efficient. Court-ready.
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Podcast Guest Opportunities
Be Our Guest: Share Your Insight on Business Valuation, Succession, and Strategy
At ValuationStLouis.com, we don’t just run the numbers — we lead conversations.
Our founder, Melissa Gragg, hosts two expert-led podcast and video series:Topics: Business valuation for estate planning, M&A, succession, litigation, and strategic consulting
Guests: CPAs, estate attorneys, business owners, wealth managers, M&A advisors, and valuation peers
Audience: Business owners, legal/financial professionals, and strategic consultants seeking to understand valuation trends and best practicesTopics: Divorce strategy, settlement offers, high-conflict negotiation, family law insights
Guests: Family law attorneys, mediators, financial experts, parenting professionals, mental health advocates
Audience: Couples navigating divorce, legal professionals, and those advocating for settlement outside of court
Business Valuation for Estate & Gift Tax Planning
Know the value of your business for accurate estate reporting and wealth transfer planning. We work with attorneys and CPAs to deliver IRS-ready valuation reports.
Succession & Exit Planning Valuations
Prepare for retirement, a partner buyout, or future sale. Strategic valuations help you structure the right exit.
Buy-Sell Agreement Valuation Support
We help you set, adjust, and monitor valuation terms that make sense now — and hold up later.
Subscription-Based Valuation Monitoring
Stay updated on the value of your business with an annual or monthly subscription plan. Ideal for owners planning long-term growth or succession.
Expert Witness Services
For legal disputes, shareholder disagreements, or audits, we provide expert analysis and testimony.
Mediation of Contested Valuations
We work with business owners and couples who need a joint valuation expert to mediate the financial issues or present a valuation analysis to all parties.
Start With a “Reality Check”:
The Valuation That Grounds Your Strategy
Before you finalize a buy-out, plan your exit, or even initiate a divorce—there’s one number you need to know: What is the business actually worth?
We recommend starting with a Reality Check Valuation—a practical, streamlined assessment of your company’s value. We provide a reasonable range of value that gives you clarity and empowers your team to move forward with the right strategy.
Why Start Here?
A full formal valuation may not be necessary—yet. But a “reality check” helps you:
Set realistic expectations
Prevent over- or under-valuing in negotiations
Choose the most economical approach for your next step
Whether you’re selling, transitioning ownership, or preparing financial disclosures for divorce, starting with a grounded range can save time, money, and conflict.
Services That Support Your Next Move
✅ Quarterly or Annual Valuation Calculations
Keep your finger on the pulse of your business. We offer recurring valuations for planning, investment tracking, or regulatory needs.
✅ Partner Buy-In or Buy-Out Valuations
Need to bring in or buy out a partner? A consistent and neutral valuation gives everyone a fair, objective starting point.
✅ Exit Planning Strategies
Thinking about selling? Let’s map the financial side of your exit well in advance—so you're not guessing when the time comes.
✅ Strategic Planning Support
Your business goals are tied to value. Use our numbers to inform key decisions, from expansion to restructuring.
✅ Negotiation Support
Whether it’s a business transaction or a divorce settlement, knowing your numbers gives you leverage. We provide support for negotiation strategy backed by solid data.
Don’t Guess. Get a Reality Check.
Whether you’re just beginning to explore options or already deep in planning, a Reality Check Valuation is the best place to start. It’s clear, cost-effective, and designed to move you—and your team—forward with confidence.
Ready to see the numbers? CLICK HERE to schedule your consultation.
FAQs Business Valuation or Corporate Valuation Services
What is a business valuation for estate planning?
A business valuation for estate planning determines the fair market value of a privately held business to help individuals and families with gift tax planning, trust creation, and wealth transfer strategies. These reports follow IRS guidelines and are often used alongside estate attorney recommendations.
How often should I update my business valuation?
We recommend a valuation update every 12–24 months for strategic planning, especially if you’re preparing for succession, funding, or a future sale. You may want quarterly updates if your business model or success is rapidly changing. Our subscription service makes this easy and affordable.
What’s included in a business valuation report?
Each report includes financial analysis, market research, valuation methodology, and a clear executive summary. We also offer a debrief session to walk you through results and next steps.
Who do we work with?
Private business owners (local & national)
Family businesses
CPAs and estate attorneys
Shareholders and partners
Business buyers and sellers
Do you serve clients outside of St. Louis?
Yes! We serve business owners across the country using secure web conferencing and online financial systems.
How do I get started?
You can schedule a free discovery call or download our valuation prep checklist to learn what financial documents we need and what to expect.
About us.
We are a valuation company working with large and small business owners to provide business valuation expert services. These services help business owners determine how to value a company or understand the company value when involved in estate tax planning, divorce litigation, partnership disputes or selling a company.
We provide expert witness testimony to attorneys regarding company valuations or other financial calculations.
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We deliver accurate business valuations efficiently, ensuring you get the insights you need when you need them.
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Our services are designed to provide top-tier valuation expertise at a cost that fits your budget.
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With 20+ years of experience, we identify key data points and utilize up-to-date methods to ensure reliable results.
How you can make MAGIC with us. Expansion in all ways, always.
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Dream it. Start with a VALUE. Plan it.
It all begins with an idea. We provide consulting and valuation services to assist individuals or partners in the middle of contemplating the sale of their business or want to determine how to cash out the business. This could be via estate and gift tax planning or exit planning.
We do this through in-person or online meetings. Usually in these situations we can provide the analysis and valuation in spreadsheets or exhibits and present the information to the group which may eliminate the need to produce a report, which is more cost-effective.
Steps to Working with Us
We will provide a valuation document request which includes 3-5 years of prior tax returns, operating/shareholder agreements, internal financial statements, fixed asset listing and other various financial data.
We will then set an in-person or web-based meeting with all clients. During this meeting we will discuss the historical operations of the business, the future income potential, non-operating assets, non-recurring expenses, reasonable officers’ compensations and normal rent, to name a few. This is a fact-finding meeting.
The valuation expert will then incorporate all the information in the valuation analysis, address any additional questions to all parties via group emails and determine the value of the business(es). Another meeting will be arranged for the valuation expert to covey the findings of the valuation analysis and answer any questions regarding the assumptions used to determine the value. During this meeting we will also help clients develop the sale strategy and identify a plan for moving forward.
Many times when the clients can clearly see the financial picture, it is easier to negotiate a deal and know the range of value during the negotiation process.
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Settle it. With Guidance.
Sedlment™ is an innovative online dispute resolution process for complex financial matters or when a business valuation is crucial to the negotiations. Couples & business partners work together with One Valuation Mediation Expert to resolve the issues.
Valuation Mediation effectively resolves business valuation disputes through a neutral financial mediator or exit planning facilitator. Our experts have knowledge in business valuation, accounting, CFO services, exit planning, mergers & acquisitions and complex financial analysis.
We provide a calculation of value for your business, based on the income and market approaches and correlated to a reasonable range of value. We provide our analysis via online presentation, recorded for you to review again later, and a follow-up meeting with your advisors to explain the valuation calculation to your team.
Our valuation mediation process encourages constructive dialogue and collaboration, aiming for agreements that satisfy all parties. This process minimizes time and costs compared to traditional litigation, arbitration, mediation and even collaborative practices, allowing concerns to be addressed in a controlled environment for more amicable outcomes.
We strive to complete the full Sedlment™ process for a divorce in less than 6 months and under $20,000, if you work together and move through our process.
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Support it. Community for Women.
We offer two paths to support you through divorce: individual services tailored to your needs and an exclusive membership that includes weekly live sessions and a comprehensive library of resources.
In our confidential community, we’re here to support you mentally, emotionally, and financially so you can settle your case and confidently move forward. You’re safe with us, and we’re here to help you thrive on the other side of divorce.
The Symbolism of Female Elephants
Our core belief is that when women unite and support each other, extraordinary transformations can occur.
Much like female elephants in the wild, who instinctively form a protective circle around one of their own when she is sick, injured, or struggling, we believe in the power of collective strength and compassion. When women stand together, they create a safe space for healing, growth, and resilience.
“The Circle” - Group Discussion (90 minutes)
Each week, you’re invited to meet with all 5 of our experts LIVE online. The first segment is “The Circle.” where we all join together to discuss topics we know are important as you maneuver through the divorce process. We call it “The Circle” because we like to think we are circling around you in your time of need to protect you from any pitfalls you may encounter. This is what female elephants do when one of their own is injured or giving birth. They circle the compromised elephant to keep her safe from predators while she heals. And we think that is a perfect representation of what we do in The Divorce Allies™.
This is more than a divorce guide—it’s a strategic roadmap to reclaim your power, protect your financial future, and navigate divorce with clarity and grace. Whether you’re just starting the process or deep in negotiations, A Guide to Empowered Divorce gives you the tools, insights, and scripts to advocate for yourself every step of the way.
Inside you’ll find:
🧠 Trauma-informed strategies to help you stay grounded in high-conflict situations
📑 Checklists and templates for financial disclosures, settlement offers, and mediation prep
🎯 Step-by-step guidance on working with (or without) an attorney
💬 Scripts and mindset prompts for hard conversations and court appearances
🔍 Real-life examples of successful outcomes—so you don’t feel alone
Created by a seasoned divorce mediator and financial expert, this guide speaks directly to women navigating complex divorces, including those dealing with narcissistic partners, financial manipulation, or custody battles.
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Learn how to take control of the negotiation process, prepare your financials, and make the first move with confidence. This guide gives you the tools, mindset, and templates to settle smart—whether you're working with a mediator, going to court, or doing it yourself.
Power Moves in Divorce is your strategic playbook for navigating divorce like a queen on the chessboard—not a pawn. This guide is for couples and women ready to protect what matters most: their voice, their finances, and their future.
Inside, you'll discover:
🛡️ High-impact negotiation strategies to level the playing field
💣 Tactical responses for narcissistic behavior, gaslighting, and financial control
📈 Ways to build leverage even if you're not the one who holds the money
🧩 Smart moves for mediation, litigation, and everything in between
✍️ Prompts and power scripts to help you respond—not react
This guide isn’t about fighting—it’s about outsmarting, outmaneuvering, and staying emotionally steady in moments that count most.
What makes this different?
Created by a divorce financial mediator who’s seen it all, Power Moves in Divorce blends legal-savvy strategy with trauma-informed insight so you can move forward without fear.
Whether you’re dealing with a manipulative ex, stalled negotiations, or just need to find your footing—this guide will give you the language, leverage, and leadership to make your next move your strongest yet.