Our firm is a renowned leader in the realm of business appraisals, specializing in delivering detailed assessments for gift, tax, and probate purposes. We pride ourselves on offering services that are not only grounded in deep expertise and extensive experience but are also remarkably cost-effective. Our team, comprising professionals accredited by the National Association of Certified Valuators and Analysts (NACVA) and the American Institute of Certified Public Accountants (AICPA), is committed to providing valuation opinions that are precise, dependable, and affordable. These opinions adhere to the highest industry standards, including compliance with IRS Revenue Ruling 59-60, ensuring that our clients receive the utmost quality without incurring prohibitive costs.

 

Employing contemporary valuation methods like the income, market, and asset approaches, we ensure accurate and reliable appraisals. Our approach is meticulous, taking into account the Internal Revenue Code, Treasury Regulations, and case-specific factors such as current market data and industry trends. This comprehensive approach is applied in both gift and estate tax valuations, as well as in probate valuations, where we focus on determining the fair market value of estate assets at the decedent's date of death with precision.

 

Moreover, our valuations are extremely detailed, providing in-depth analysis and insights, yet remain affordable. We manage to strike a balance between thoroughness and cost-efficiency, making our services accessible to a wide range of clients. This aspect is particularly evident in our work with closely held businesses, where we calculate discounts for lack of marketability and control. We apply NACVA and AICPA guidelines meticulously to establish defensible, supportable discounts while maintaining cost-effectiveness.

 

Our commitment extends beyond delivering expert valuations; we continuously update our knowledge and skills to stay at the forefront of valuation standards and practices. This dedication ensures that our clients benefit from services that are not only technically sound but also reflective of the latest economic and legal landscapes.

 

In summary, our firm stands out for its ability to offer detailed, compliant, and strategically insightful business appraisals at an affordable price. Our clients trust us for our ability to deliver high-quality appraisals that are both cost-effective and tailored to their unique needs, whether for gift, tax, or probate purposes.