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Taxation Purposes​

Certified valuation reports are essential to establishing the value of an ownership interest for IRS tax purposes.  Estate Valuation Group is experienced in providing valuations for the following taxation based situations:

  • Estate Planning

  • Estate and Gift Taxes

  • Charitable Contributions

  • Purchase Price Allocations

  • Personal and Entity Goodwill

  • Built-in Gains

Business Transaction Purposes

Often owners and company management need to know the true value of a businesses and the underlying ownership interests to carry out various business transactions.  Estate Valuation Group can provide owners and key management valuable insight and information for the following business transactions:

  • Buy/Sell Agreements

  • Shareholder Buy-Outs/Buy-Ins

  • Corporate Restructurings

  • Purchase/Sale of a Business

  • Mergers and Acquisitions

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Litigation Purposes

Litigation and disputes over company ownership are often emotional and highly contested matters that center around the value of a business or the value of an owner’s interest in a business.  A thorough valuation report with proper financial analysis that applies relevant discounts or adjustments for minority ownership or lack of control can make the difference between a winning or losing result in litigation. 

Our consulting and valuation services provide you with results that will stand up in court, assist you in trial preparation, and yield comprehensive, defendable conclusions.   Estate Valuation Group provides valuation services for following litigation matters:

  • Shareholder Disputes

  • Divorce, Probate, and Other Family Disputes

  • Economic Damages/Losses