Valuation Services

Estate & Gift Tax

In most cases, transferring business ownership to family members triggers a tax reporting event. We follow IRS standards and guidelines as well as tax court decisions to arrive at fair market value of the property transferred. Our professionals work with you and your legal/tax advisors to arrive at the best transaction structure given your specific circumstances. Whether you are transferring ownership of a family farm or a corporate holding company with subsidiaries, we are experienced at reporting the fair market value of the subject interest.    

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Areas of Valuation

Our staff members have been engaged to value many different forms of ownership including but not limited to:

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Our gift and estate tax experience extends from small partnerships to mid-size corporations with annual sales up to $250 million. No matter your current business size, we have the experience that you can trust for your valuation.

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