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.
Bryan Browning
Bryan Browning is a Senior Advisor, specializing in financial studies and in the analysis of intellectual properties and other intangible assets. Qualified in both real…
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: Hunting & Bagging an Elusive, Tax-Advantaged Prey
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.
Trusts & Estates Features Chris Mellen
Mellen notes, “Considering the current level of M&A activity, I’ve seen a marked increase in demand for valuations of shares of privately held companies…”
Valuation Issues in Canada
Considering a business transaction in Canada? A variety of valuation-related issues are relevant to your decision-making process.
The Impact of the 2017 Tax Act on Business Valuation
Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?
Valuation Q&A: Trusts and Estates
What did the 2017 Tax Act change that would impact estate planning?
Benjamin Lawrence
Mr. Lawrence specializes in financial valuation and valuation-related assignments. His experience includes valuations for purchase price allocation, estate tax planning, limited partnership interests, financing purposes,…