EXPEDITED · GIFT TAX VALUATION
Expedited Business Valuation for Gift Tax
Expedited business valuation services for gift tax on privately held shares, closely held company stock, and minority interests, prepared in accordance with USPAP. Equity Business Valuation Services appraises privately held C corporations, S corporations, LLC membership units, and family limited partnership interests for IRS Form 709 filings on tight deadlines.
- Expedited delivery for Form 709 filing deadlines
- USPAP-compliant qualified appraisals
- Privately held shares and minority interest expertise
GIFTING PRIVATELY HELD SHARES
Equity Business Valuation Services Delivers Expedited Gift Tax Appraisals of Privately Held Shares
Gifting shares of a privately held business to your children is a transfer of a hard-to-value asset, and the fair market value you report on IRS Form 709 should rest on a qualified appraisal prepared by a credentialed valuation expert. A well-supported appraisal also starts the clock on the IRS adequate-disclosure rules, which can limit how long the agency has to challenge the reported value.
We know these transfers are often time-sensitive, whether you are working toward a filing date, a year-end gifting window, or a closing. Most business valuations are completed three to five weeks after engagement, and expedited delivery is available as fast as 11 business days when a deadline requires it. Tell us the date you are working toward and we will confirm up front whether we can meet it before any work begins.
Our appraisers prepare every gift tax business valuation in accordance with USPAP, and each report documents the methodology, financial analysis, and any applicable discounts behind the concluded value. Before the engagement starts, we walk you through the documentation you will need for Form 709 and why an appraisal is generally required for a gift tax return involving privately held shares. We recommend confirming how the timing and disclosure rules apply to your situation with your tax advisor.
VALUATION SCOPE
Privately Held Business Interests We Appraise for Expedited Gift Tax Filings
Our appraisers prepare USPAP-compliant, IRS-ready valuations of the privately held interests families most often transfer to the next generation. Each report is built for its intended use on Form 709 and structured to withstand audit scrutiny.
Closely Held Corporation Stock
Fair market value of C corporation shares in privately held companies transferred to children, trusts, or other family members.
S-Corporation Shares
S corporation stock gifted as part of a succession or estate plan, valued with attention to tax-affecting considerations.
LLC Membership Units
Membership interests in operating and holding LLCs, valued with analysis of applicable control and marketability discounts.
Family Limited Partnership Interests
FLP interests valued with support for discounts for lack of control and lack of marketability.
Minority & Fractional Interests
Non-controlling stakes and fractional ownership positions valued for lifetime gift transfers.
Holding & Investment Entities
Family holding companies and investment partnerships valued for intergenerational transfers.
HOW IT WORKS
How We Complete an Expedited Gift Tax Valuation of Privately Held Shares
- 01
Tell Us Your Deadline
Share the business details, the interest being gifted, and the filing date you are working toward so we can confirm an expedited timeline.
- 02
We Analyze the Business
Our appraisers review your financials, apply recognized valuation methods, and assess any applicable minority and marketability discounts.
- 03
We Prepare Your Report
You receive a USPAP-compliant valuation documenting the fair market value, methodology, and supporting evidence.
- 04
File With Confidence
Your defensible report is ready to attach to IRS Form 709 and support your gift tax position on time.
CREDENTIALS
Our Appraisers Hold Business Valuation Credentials With Leading Professional Organizations
Every expedited gift tax valuation is prepared in accordance with USPAP by credentialed valuation professionals.
Accredited Senior Appraiser designation in business valuation
Accredited in Business Valuation (ABV)
Certified valuation credentialing for privately held companies
Publisher of USPAP, the standard every report follows
FAQ
Expedited Gift Tax Valuation Questions
How fast can you complete a business valuation for a gift tax deadline?
Most business valuations are completed three to five weeks after engagement, and expedited delivery is available as fast as 11 business days when a filing date requires it. Tell us the deadline you are working toward and we will confirm up front whether we can meet it before any work begins.
Does an expedited valuation still qualify as a qualified appraisal for Form 709?
Yes. An expedited timeline changes how quickly we deliver, not the standards we work to. Every rush valuation is prepared in accordance with USPAP by a credentialed appraiser and documents the methodology and analysis behind the value, so it meets the qualified appraisal standard for reporting gifts of privately held shares on Form 709.
What information helps you move faster on a rush appraisal?
Having your last three years of financial statements and tax returns, a current ownership breakdown, and details of the interest being gifted ready at the start is what most often shortens the timeline. The faster we receive complete records, the sooner our appraisers can begin the analysis.
Do you apply valuation discounts when gifting minority shares?
When the interest gifted is a non-controlling or non-marketable stake, we analyze whether discounts for lack of control and lack of marketability apply and document the support for any discount taken. Applying and defending these discounts correctly can materially affect the fair market value reported on Form 709.
Can you value privately held shares without an on-site visit?
Yes. Business valuations are performed remotely from the financial records and supporting documents you provide, so no site visit is required. This is part of what allows us to work quickly on gift tax deadlines while preparing every report in accordance with USPAP.
GET STARTED
Request an Expedited Gift Tax Valuation
Tell us about the shares you are gifting and the deadline you are working toward, and our team will follow up with a fixed-fee quote and confirmed timeline.