Succession and Family Wealth Planning Valuations
Independent valuations are often the cornerstone of a business owner’s succession planning strategy. We provide thorough, independent, and well-supported valuation opinions that assist owners of privately held companies with their succession and business planning objectives. Valuations are performed for the following purposes:
- Estate Tax Planning & Compliance
- Gift Tax Planning & Compliance
- FLP & LLC Discount Studies
- Restricted Stock & Blockage Discount Opinions
- Buy-Sell Agreements
- Assessments of Strategic Alternatives
- Qualified Appraisals for Charitable Contributions
- ESOP Advisory and Consulting
- Transaction Advisory
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