Nearly every financial transaction that a business owner enters into has tax implications. Estate and gift tax, purchase or sale of a business, operating multiple entities and more can impact the financial net worth of an owner.

Often the business is the single biggest investment the owner has. Knowing how to structure one’s holding in order to minimize the tax implications is a critical activity that often returns good benefits to those who plan properly. We work with you and your financial advisors in understanding the value drivers of your business to ensure effective planning.

Who Needs This Service?

Any business owner who wants to grow and protect business value and minimize their tax liability

Benefits to Our Clients

The Internal Revenue Service (IRS) has increased its requirement on what is a qualified appraisal. We have the proper credentials, experience and investment in continuing education in business valuations to meet those requirements. Our people are Accredited in Business Valuations (ABV) and Certified Valuation Analysts (CVA) and meet all the requirements of the IRS.

We help you obtain a thorough valuation that meets IRS requirements, which is a key step in most planning. This involves:

  • Documenting and filing gifts made for gift tax returns
  • Establishing business value for estate tax purposes
  • Charitable giving of closely held stock or economic interests
  • Allocation of purchase price on sale or acquisition of a business
  • Determining the fair market value under various equity compensation plans such as stock options, stock appreciation rights, etc.
  • Helping structure a buy-sell agreement that will pass IRS valuation rules
  • Determining built-in gains on conversion from a C-Corporation to an S-Corporation