Our Services
A summation of the types of valuation and consulting services offered is as follows:
Individual Needs
- Family Limited Partnerships and Family Limited Liability Companies
- Financial Planning that Involves Businesses and/or Family Limited Partnerships
Internal Revenue Service (IRS) Issues
- Estate Tax Valuations
- Gift Tax Valuations
- Charitable Contribution Issues
- S Corporation Conversions - Built in Gain Issues
- Charitable Remainder Trust Issues
Other Business Related Issues
- Purchase or Sale of Business or Division
- Company Mergers and Acquisitions
- Buy-Sell Agreements
- Partner/Shareholder Admissions/Withdrawls
- Financing Arrangements - SBA Lending Requirements, Etc.
- Purchase/Sale Negotiations
- Appraisal Consulting Services
- Assistance in Transaction Negotiations