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, bequest or being gifted. Such business valuation reports must be thoroughly detailed and include robust support for their conclusions.

We have provided independent valuations for tax compliance for more than 15 years. Our opinions are grounded in fundamental valuation theory and are well documented, which provides critical support for our conclusions. Our internal review and control processes are designed to help ensure we produce a high quality work product.