Settling Estates, Business Estate & Gift Tax Valuations
Quickly and easily obtain a business valuation that meets your needs for settling an estate or for federal estate and gift tax purposes. In addition many successful business owners would like to gift shares of stock in their companies to their children.
This requires a business valuation that meets the requirements of IRS Revenue Ruling 59-60, the Mandelbaum ruling, and the IRS Job Aid on Discounts for Lack of Marketability (DLOM). https://www.irs.gov/pub/irs-utl/dlom.pdf
These and other technical requirements require a thorough knowledge of business valuation including discounting and the possible use of opinion-pricing models, Mandelbaum Analysis, quantitative and qualitative analysis of Discount Studies and more.
Our valuators are Qualified Appraisers as defined by IRS standards.
If you are thinking about a gift of a business interest, or if you are overseeing an estate with business interests that need to be valued for state or Internal Revenue Service purposes, please reach out to us today.
Contact Us for Estate and Gift Tax Business Valuations
As with all of our business valuations we provide:
An easy process
Clear, compliant reports
All calculations are shown
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.