What is BDO USA?
Assurance, tax, and financial advisory services
Location
One Prudential Plaza, Chicago, Illinois, United States
Product Features & Capabilities
- Audit services for compliance and risk management
- Tax advisory for corporate and international needs
- Management consulting for operational efficiency
- Digital solutions for data analytics and cybersecurity
- ESG consulting for sustainability strategies.
Pricing
$2,000 to $10,000 for small businesses; up to $100,000 or more for larger businesses
Investment Geography
BDO USA provides its business valuation services across various geographic areas in the United States, with more than 70 office locations. Specific states where BDO has offices include California (e.g., San Diego), Florida (e.g., Jacksonville), and Michigan (e.g., Grand Rapids). They serve clients nationwide, ensuring comprehensive coverage for their valuation services.
Other Considerations
BDO is an ESOP company; Recognized as a top employer for diversity; Serves clients across various industries including healthcare and technology.
Notable Clients
- Private Equity Firm - BDO assisted a private equity firm in creating a standalone company by developing a finance strategy that enabled a strong start. [Read more here](https://www.bdo.com/insights/industries/global-value-chain/setting-up-a-private-equity-carve-out-for-success).
- $400 Million Food & Beverage Company - BDO provided services to the private equity owner of a food and beverage company, helping to replace the long-serving CFO due to insufficient financial planning. [Read more here](https://www.bdo.com/insights/advisory/case-study-400m-food-beverage-company).
- Biopharmaceutical Company - A case study involving a biopharmaceutical company that worked with BDO Digital to adopt NetSuite ERP, detailing their experience and decision-making factors. [Read the PDF case study here](https://www.bdo.com/getmedia/d009679d-1de8-4b18-bfef-e2fb0291a065/BDOD-Case-Study-Netsuite-BiopharmaceuticalCompany-PDF.pdf).
Target Industries
- Consumer Services
- Financial Services - BDO provides valuation services to banks, investment firms, and insurance companies, helping them navigate complex financial regulations and assess the value of their assets and liabilities.
- Government & Public Sector - BDO assists government entities and public sector organizations in understanding the value of their assets and liabilities, ensuring compliance with financial reporting standards.
- Healthcare & Life Sciences
- Manufacturing - BDO supports manufacturing companies in assessing the value of their operations, including machinery, inventory, and intellectual property, to optimize their financial strategies.
- Technology - BDO provides valuation services to tech companies, helping them understand the value of their innovations, software, and intellectual property in a rapidly evolving market.
Services
- Asset-Based Approach
- Income-Based Approach
- Market-Based Approach
- Financial Instruments and Derivatives - BDO also provides valuation services for complex financial instruments, including options, warrants, and convertible debt, which require specialized knowledge to assess their value accurately.
- Financial Institution-Related Assets
- Intangible Assets - BDO offers valuation services for various intangible assets, including customer relationships, brand value, and proprietary technology.
Certifications
BDO USA holds several relevant certifications and qualifications in the field of business valuation, including the following:
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
- Financial Risk Manager (FRM)
- Accredited Member (AM)
- Accredited Senior Appraiser (ASA)