Estate and Gift Tax/Estate Planning
Compliance with the Internal Revenue Service’s estate tax regulations is a primary driver. We have extensive experience in appraising closely held business interests for those estates that have exceeded the federal estate tax exemption. Additionally, we have performed numerous appraisals for federal estate tax planning strategies, such as IDGTs, GRATs, etc.
Going through a divorce is a very stressful event. Be confident that you have hired a seasoned professional to opine upon the value of yours or your spouse’s closely held business interest. We have worked with hundreds of attorneys and business owners in valuing business interests.
Litigation Consulting/Expert Testimony
Many small to medium-sized companies don’t have the time or resources to complete a long-range budget. The lack of a budget can lead to unexpected cash flow shortfalls. Our professionals are ready to help you prepare your future cash flow projections.
Value Enhancement/Exit Planning
As valuation professionals, we understand and appreciate the factors that increase entity value. Engage our professionals to help enhance your company’s value for a transaction in 5-10 years.
- Estate & Gift Planning & Compliance
- Qualified Appraisals for Charitable Contributions
- Domestic Relations
- Promissory Note Valuations
- Wealth Transfer
- C to S Conversions
- Corporate Planning
- Buy/Sell Agreements
- Redemption Agreements
- Shareholder Conflicts
- Business Damages/Lost Profits
- Dissenting Shareholder Valuations
- Purchase Price Allocations
- Stock Compensation
- Value Enhancement
- Exit Planning
- Succession Planning
- Transaction Advisory
- Asset Tracing and Accounting
- Settlement Negotiations and Structure
- Budgeting, Forecasting and Projections
- Estate Planning
- Rebuttal Analysis
- Financial Analysis