Gift, Estate & Other Valuations

In addition to the business valuation work we do relative to companies which maintain or which are considering Employee Stock Ownership Plans, Zick's team of Certified Valuation Analysts complete valuations of operating businesses, family limited partnerships and other entities 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.

Unlike some valuation firms, because of the seasonal demands of our tax practice on our team, Zick does not offer litigation-related valuation services.  This is due to court-driven deadlines for depositions, hearings and other proceedings relative to a case in litigation creating conflicts with our tax practice during annual filing seasons.

Detailed information on our valuation team and more information on our business valuation practice is located on our Contacts page and our ESOP Services pages.