Meld Valuation has broad experience in the preparation of business appraisals for estate planning and gift tax purposes. A robust and defensible valuation will reduce the likelihood of an audit or challenge from the IRS.
Effective application of valuation techniques for estate and gift tax planning requires experience in valuation of the underlying closely held business interests or assets. Meld Valuation has valued thousands of privately held businesses.
Protect yourself, your heirs, and take control of your estate plan.
Limited Liability (LLC), C, and S Corporations
Gifts and Charitable Donations
Trusts
Family Limited Partnerships
Buy-Sell Agreements
We are always happy to discuss ways to work together, our services, process, and team.
CONTACT US TO GET STARTEDWe care about understanding the unique risk profile of your situation and most importantly making the quantitative reflect the qualitative story.