Carla S. Nunes
Carla S. Nunes has more than 25 years of experience in valuation, financial reporting, and tax, with deep expertise in cost of capital, market data,…
Charitable Gift Valuations Before Business Sale
Qualified, purpose‑specific valuations are essential to substantiating charitable deductions and withstanding IRS scrutiny.
Three Approaches to Valuing a Privately-Held Company
Before considering a deal, it’s helpful to have a clear understanding of the three common methodologies used to value private businesses.
Heckerling 2026: Key Estate and Gift Valuation Insights
Favorable estate and gift outcomes depend on proper documentation and sound valuations.
Valuation Impacts of the One Big Beautiful Bill Act
New tax provisions under the OBBBA affect how companies model after-tax cash flows, R&D expenses, and global valuation impacts.
H.R. 1 Estate Planning Implications
The newly enacted legislation brings significant changes to estate planning; discover how individuals can leverage the changes to minimize estate taxes and maximize post-tax benefits for beneficiaries.
Brian Daury
Mr. Daury specializes in valuations of business enterprises, pass-through entities, and privately-held debt and equity securities for financial reporting, tax purposes, and exit/succession planning. Prior…
Can I Use My 409A Valuation Report for a Gift or Estate Tax Filing?
The short answer is that you can use a 409A valuation report for a gift/estate tax filing, and you may get away with it if you’re not audited. You shouldn’t.
Estate Planning Valuation Considerations for Privately Held Businesses Preparing for Sale
Business owners preparing for a sale but still needing to execute their estate plan may see beneficial opportunities in using a common estate planning tool.
Seth Eatman
Seth Eatman has been working in the valuation of commercial and industrial real estate since 2011. He specializes in valuations for financial reporting, tax reporting,…
Charles Costa
Mr. Costa specializes in valuations of businesses, pass-through entities, and intangible assets for financial reporting, tax purposes, Employee Stock Ownership Plans (ESOPs), and exit/succession planning.…
Personal Goodwill: Valuation, Documentation, and Tax Considerations
Allocating a portion of proceeds from the sale of assets of a private company to the personal goodwill of a major shareholder can result in significant tax benefits to buyer and seller.
Larry Van Kirk
Mr. Van Kirk is a practice leader for closely-held company valuations (estate, FLP, Section 409A) and financial reporting related valuations (ASC 805, ASC 350/360, ASC…
Anthony Pumphrey
Mr. Pumphrey has nearly two decades of experience in valuation engagements for public and private companies in support of business combinations (ASC 805), impairment testing…
Chad Myers
Chad Myers specializes in financial valuation and consulting assignments. His experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financing purposes,…
Chris Mellen
Mr. Mellen has over 30 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic…
Francis Mainville
Mr. Mainville specializes in the valuation of complex securities such as options, warrants, preferred and common stock in privately-held companies, management incentive plans (including those…
Glen Hartford
Mr. Hartford specializes in machinery and equipment valuations of major proportion and complexity throughout the United States and abroad. With more than 30 years in…
Exit & Succession Planning
Valuations are key to assisting business owners who are ready to transition their business
ESOP Fables: Reviewing The Myths and Facts About Employee Stock Ownership Plans
In reality, many businesses are a perfect fit for ESOPs.