For attorneys and tax advisors
Supportable fair market value for gift, estate, transaction and tax matters, prepared with the documentation an IRS examination expects.
Estate planning, transaction and tax counsel who need a supportable fair market value.
Gifts, estates and trusts
Valuations of closely held interests, with discounts for lack of control or marketability only where the facts support them.
Equity compensation and elections
Profits interests, LLC units and Section 83(b) elections, and Section 409A common stock valuations.
Specific tax provisions
Charitable gifts, loss limitations, worthless stock, qualified small business stock and parachute payments.
Transactions and disputes over value
Fairness opinions for boards and special committees, including related-party transactions, and buy-sell agreements, buyouts and redemptions.
Examinations
Support with IRS examinations on valuation matters.
Fees are fixed and agreed in writing at the outset, based on the scope of the work.
Discuss an engagement
Tell us about the measurement, the standard and the deadline. We scope every engagement on its facts and confirm a fixed fee in writing.
We respond within six hours on business days.