Tax, Estate & Gift Valuations

We have extensive expertise and experience in completing business valuations for a variety of other purposes, primarily driven by provisions of the Internal Revenue Code.

Some examples of these include:

  • Estate related business valuations
  • Gift related valuations of fractional interests in family limited partnerships, limited liability companies and operating business entities
  • Valuations related to the needs of ongoing businesses, including valuations pursuant to owner buy-sell agreements, restricted stock programs, incentive stock options, stock appreciation rights, and so forth

The common denominator of all of these types of business valuation engagements and our ESOP related valuation work is that they are essentially Internal Revenue Code related valuations pursuant to and governed by standards set in part by the Internal Revenue Service and other federal regulatory agencies.