Valuation Services

Valuations for Tax Reporting

Estate and gift tax valuation is crucial for clients as it determines the fair market value of assets transferred during one’s lifetime or at death, impacting tax liability significantly. Accurate valuations ensure compliance with tax regulations, helping clients avoid penalties and disputes with tax authorities.

Valuations for Mergers and Acquisitions

A third-party business appraisal is invaluable during mergers and acquisitions as it provides an independent and objective valuation of a company's worth. This impartial assessment helps all parties involved make informed decisions based on a credible evaluation rather than subjective opinions.

Valuations for Litigation

Business appraisals are necessary in a variety of types of litigation including but not limited to family law matters, minority shareholder disputes, shareholder oppression, and taxation and estate litigation. In all such cases, the value of the business or business interest typically needs to be determined.