We often work hand in hand with estate planners on a range of issues. Foremost, we support reporting requirements for gifting of interests in private companies. Additionally, we are a trusted resource when shareholders are approaching a potential liquidity event.
- Gifting. We perform valuations for both majority and minority (i.e. applying Discounts) interests being gifted in support of an estate plan or upon the death of a shareholder. Valuations are often performed for FLP’s, FLLC’s, simple holding companies, or operating companies. Learn More
- Liquidity Events. In many cases the largest asset in your client’s portfolio is an illiquid operating company. Smart business owners plan carefully for an exit, and understanding how the company value (and thus sale proceeds) fit into their financial plan is critical. We help your client through this phase – and help you capture the liquidity event as an investable asset. Learn More
- Probate.We routinely work on probate matters regarding final valuations of operating or holding companies.
We recognize that the area of estate planning can be highly technical and demanding. We prefer to partner with other professionals that routinely work in the arena. Our role is usually a supporting one – with that in mind we view our goal as supporting the team, completing projects on time and budget, and letting you move the process ahead with your client.