Gift & Estate Tax

The Internal Revenue Service (IRS) requires an independent valuation by a qualified appraiser whenever a business has passed to an estate due to death or bequest or is being gifted to a friend or family member. Such business valuation reports must be thoroughly detailed and include robust support for their conclusions.

We have provided objective valuations for tax compliance for nearly 10 years. Our opinions are grounded in fundamental valuation theory and are meticulously documented, which provides critical support for our conclusions. Our internal review and control processes are designed to expedite the business valuation process while minimizing errors in the application of valuation theory and subsequent analysis.