Succession and Shareholder Planning
We have extensive expertise in the valuation of businesses
- Valuations for estate and gift tax purposes
- C to S conversions
- Buy-sell agreement consulting
- Assessments of strategic options
- Stock redemptions/buybacks/option
Other Services
Business Valuation
We provide comprehensive valuation services to closely held businesses, individuals, and attorneys for purposes of estate planning, individual and corporate tax planning, buying or selling a business, and legal disputes.
Valuations for Individual and Corporate Tax Planning
We assist business owners, CFOs, corporate controllers, tax practitioners, and others with valuation issues that arise in tax matters.
Transaction and Corporate Advisory Services
We leverage our team's valuation expertise to assist clients in making sound business decisions in critical transactions.