Estate and gift tax matters require valuations that meet IRS standards and survive scrutiny. We provide date-of-death valuations, gift tax reporting values, and estate planning valuations for closely held business interests, applying the income, market, and asset approaches as applicable under Revenue Ruling 59-60 and applicable USPAP standards.

• Date-of-Death & Alternate Valuation
• Gift Tax Reporting (Form 709)
• Estate Tax Filings (Form 706)
• Minority & Marketability Discount Analysis
• Fractional Interest Valuations
• Trust & GRAT Structures

Buy-sell agreements, partnership buyouts, and ownership transitions require an independent, defensible value that all parties can rely on. We handle both initial benchmark valuations for buy-sell agreements and dispute-driven valuations when partners disagree on price.

• Buy-Sell Agreement Valuations
• Partner & Shareholder Buyouts
• ESOP Valuations
• Ownership Transition Planning
• Dissenting Shareholder Actions
• Oppression Claims

Business valuation disputes in litigation require an expert who can explain methodology clearly, defend conclusions under cross-examination, and produce a report built to withstand adversarial review. We have been retained by both plaintiffs and defendants in matters involving contested business value.

• Marital Dissolution & Divorce
• Shareholder & Partnership Disputes
• Breach of Contract & Damages
• Lost Profits Analysis
• Fraud & Economic Damages
• Expert Witness Testimony