Accountability and substantiation is a necessity for any tax, compliance and planning endeavors, whether determining discounts or charitable contributions, complying with international tax regulations or undergoing a corporate reorganization. Additionally, the nature of many assets or equity interests is becoming more complex, requiring the frequent involvement of an experienced valuation analyst.
Proof of valuation is a growing requirement for substantiation. As an independent, third-party valuation firm, we can provide the support and best practices to value real and personal property as well as intangible assets, equity interests, and other financial instruments, to assist in meeting various compliance requirements while maximizing value.
Our experts are seasoned analysts who can determine appropriate valuation discounts, assess fair market value and develop valuation analyses that will stand up to regulatory and auditor scrutiny.
Tax, Compliance & Planning Services
Preliminary valuations to identify possible opportunities for tax reduction & to estimate the range of potential savings
Valuation can provide the basis for the cost segregation exercise & resulting acceleration of depreciation deductions
Employee Stock Ownership Plans (ESOP)
Feasibility studies, valuations, transaction design & structuring for Employee Stock Ownership Plans (ESOPs)
Exit & Succession Planning
Valuations are key to assisting business owners who are ready to transition their business
U.S. domestic & global tax laws require valuation experts who understand the intricacies of tax reporting
Support for litigation, developing & providing direct testimony, arbitration and depositions
NOL carryforwards are a valuable asset & ownership or equity changes can trigger a valuation requirement