Business Valuation

calculator and a magnifying glass

Analytic Services for Enterprise Appraisals

We have completed many hundreds of business valuations for a variety of purposes. We are accredited in business valuation by the American Institute of Certified Public Accountants, and we have been recognized as experts in business valuation by the Courts. We have represented clients in front of the IRS and our professionals include prior instructors in business valuation for the California CPA Education Foundation and other seminars. Our primary areas of business valuation expertise include:

  • Estate and Gift Tax Appraisals
  • Appraisals for Divorce / Marital Dissolution
  • Professional Practice Appraisal
  • Corporate Dissolution (CA Corporations Code §§1800, 1900, 2000)
  • Corporate, Partnership and LLC Buyout and Buy-Sell Agreements
  • Destruction of Business
  • Valuations for Use in Punitive Damage Awards

Fixed fee quotes are available for many engagements; otherwise, hourly rates will apply. Please contact us for a free quote and consultation.

useful tools for the gradual transfer of wealth to the next generation

Family limited partnerships (FLPs) and limited liability companies (LLCs) are common and useful tools for the gradual transfer of wealth to the next generation. Typically serving multiple purposes by allowing the donor(s) to retain control of critical assets while maximizing the use of lifetime and annual taxable gift exclusions to mitigate estate taxes.

Properly prepared and documented appraisals are an important step in successful gifting programs in gaining acceptance of the donor’s fair market value estimate.

giving the donor peace of mind

Additionally, a full written appraisal report can be critical in satisfying the IRS's adequate disclosure rules, giving the donor peace of mind that their gifting program is accomplishing permanent tax savings. Estate and gift tax laws are changing almost every year as the political climate changes.

Despite the current easing of estate (and gift) taxes compared to prior years, prudent planning suggests a continuation of gifting programs (and potentially bypass trusts) to mitigate the risks of future adverse changes and to limit exposure to estate taxes on values in excess of the current exclusion limitations.