USPAP CERTIFIED
Gift Tax Appraisal
Gift tax valuation services in accordance with USPAP and IRS standards for gifting and estate planning purposes. Our appraisers hold credentials with leading organizations including the ASA, AICPA (ABV), and CFA.
- USPAP-compliant valuations
- Estate and gift tax expertise
- Defensible, IRS-ready reports
What We Deliver
Business Valuation Services
Our appraisers prepare USPAP-compliant business valuations for tax, financial reporting, litigation, and strategic planning purposes. Every engagement is tailored to your specific valuation need and intended use.
Gift & Estate Tax Valuation
USPAP-compliant valuations for federal gift tax (Form 709) and estate tax (Form 706) filings. Our reports satisfy IRS requirements and withstand audit scrutiny.
Business Succession Planning
Defensible valuations for buy-sell agreements, partnership disputes, and estate planning. Prepared to support equitable distribution and transition decisions.
Minority & Fractional Interests
Valuations of non-controlling stakes, limited partnership interests, and fractional ownership for tax, estate, and financial reporting purposes.
Four Steps to Your Report
How Our Valuation Process Works
- 01
Submit Your Information
Provide details about the business, ownership structure, and the valuation's intended use.
- 02
Our Team Conducts the Analysis
Our appraisers gather financial data, apply industry-standard methodologies, and assess market conditions.
- 03
We Prepare Your Report
Your USPAP-compliant valuation is documented with detailed findings, calculations, and supporting evidence.
- 04
Report Delivered
You receive a defensible, professionally prepared valuation ready for tax filing, lending, or other intended purposes.
Get Your Business Valued Today
Our USPAP-compliant valuations are prepared to meet IRS requirements, lender standards, and litigation needs. Start with a consultation to discuss your valuation purpose and timeline.
FAQ
Frequently Asked Questions
What is a business valuation and why do I need one?
A business valuation is a professional assessment of what your business is worth at a specific point in time. You may need one for estate tax planning (IRS Form 706), gift tax reporting (Form 709), divorce proceedings, loan collateral, or financial reporting. A credible, USPAP-compliant valuation provides defensible documentation for tax filings, legal matters, and financial decisions.
What makes your business valuations defensible?
Every valuation is prepared in accordance with USPAP (Uniform Standards of Professional Appraisal Practice) by our team of credentialed appraisers. Our methodology follows recognized valuation standards and incorporates thorough market analysis, financial documentation review, and industry benchmarking. This rigor ensures your report withstands IRS scrutiny, legal challenge, and lender review.
How long does a business valuation take?
Turnaround time depends on the complexity of your business, the completeness of your financial documentation, and our current workload. We'll provide a timeline estimate after an initial review of your situation. Most valuations are completed within 2–4 weeks of receiving all necessary materials.
What information do I need to provide?
We'll request recent financial statements (typically 3 years), tax returns, details about your ownership structure, and information about your industry and competitive position. For some valuations, we may also need documentation of recent transactions, contracts, or liabilities. We'll provide a complete checklist during the intake process.