You’ve worked hard to make sure your business thrives—in turn providing for yourself and your family. Proper planning and execution are critical to allow your business assets to end up in the hands of your chosen heirs and to avoid or defer tax for the benefit of future generations. Knowing the value of your business, or your share of it, is the crucial first step.
Bringing clarity to the forefront, we understand how to approach the factors that impact the value of your business, creating a well-supported valuation. Our valuation professionals have performed thousands of valuations for business owners and their advisors.
Working with you and your advisors, we provide valuation information that helps you make informed decisions regarding your financial interests, while complying with IRS reporting requirements. In the event of an IRS challenge, we have experience with IRS negotiations, including IRS appeals and the U.S. Tax Court.
Our estate and gift valuations have included these assets:
For a more complete list of our valuations services, visit our main valuations page.
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