Guided path
Estate & Gift Tax
Tax Compliance
Get an independent estimation of the fair market value of an ownership interest in a closely held business for estate planning or transfer tax purposes.
Starting at $3,500IRC Section 409a
Tax Compliance
IRC Section 409a valuations consist of estimating the fair market value of, typically, the common stock of a business. The resulting value is used to set the strike, or issuance, price of equity incentive awards, such as options and restricted stock.
Starting at $2,500Litigation Support Business Equity
Litigation
Objective evaluation of the equity value of your business to support your litigation purposes. You will receive detailed analysis plus expert support during the process.
Starting at $4,500Strategic Business Equity
Other
Gain insight into the value of your businesses equity for strategic purposes. Clients have used these valuations for a wide range of uses, including looking to buy out a partner, getting an idea of value for fundraising, or setting up a buy-sell agreement.
Starting at $3,500