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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Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.