Streamline Estate & Gift Tax Valuations
Navigating the complexities of estate and gift tax business valuation requires careful work, expertise, and a deep understanding of the interaction of tax law and business valuation.
Here is why we are your first choice:
Expert Knowledge and Experience
Our team consists of certified valuation experts that exceed IRS requirements with years of experience in estate and gift tax valuations. We understand the nuances of the revenue rules and court cases concerning estate and gift tax business valuation and stay updated with the latest changes, ensuring compliant valuations.
Tailored Valuation Reports
We provide comprehensive and customized valuation reports that meet the specific needs of your estate or gift tax requirements. Our reports are detailed, well-documented, and designed to withstand scrutiny from tax authorities.
Compliance with IRS Standards
We take IRS guidance into account such as the “Discount for Lack of Marketability Job Aid for IRS Valuation Professionals” and professional standards for business valuations. Our thorough approach ensures that your valuation is credible, defensible, and compliant with all regulatory requirements.
Proven Track Record
With a proven track record of successful valuations, we have helped numerous clients navigate the complexities of business valuations for estate and gift tax purposes.
Comprehensive Support
From the initial consultation to the final report, we provide comprehensive support throughout the valuation process. Our team is always available to answer your questions, address your concerns, and provide the guidance you need.
Competitive Pricing
We offer competitive pricing for our valuation services without compromising on quality. Our transparent pricing structure ensures that you get the best value for your investment.
Client-Centric Approach
We understand the factors other than finances that increase and decrease business value. Your satisfaction is our top priority. We take the time to understand your unique needs and work closely with you to deliver a valuation that meets your expectations and serves your best interests.
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From our Blog
Navigating the Complexities of Estate and Gift Tax Valuation: The IRS Job Aid for DLOM as Your Guide
In the realm of estate and gift tax valuation, the concept of Discount for Lack of Marketability (DLOM) plays a crucial role in determining the fair market value of closely held business interests. The DLOM reflects the reduced value of such…
Quantitative Analysis vs. Qualitative Analysis in Small Business Valuation
Valuing small business using financial statement evaluation and ratio analysis (quantitative analysis) can be difficult because companies do not tend to follow industry or GAAP standards. Even when cash flows are correct, other financial information may not compare well with available data.
Discounts for Lack of Marketability and Mandelbaum Factors
One of the best ways to estimate a marketability discount for small businesses is through use of the Mandelbaum Factors. There are other techniques to estimate a marketability discount, but most of them require quantitative data beyond what many small companies have.