Hero Image

Take control of your estate and gift tax planning

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.

Gift Tax

Protect yourself, your heirs, and take control of your estate plan.

Squares

Working with estate planning professionals and the Internal Revenue Service we can help you with valuations for:

Icon

Limited Liability (LLC), C, and S Corporations

Icon

Gifts and Charitable Donations

Icon

Trusts

Icon

Family Limited Partnerships

Icon

Buy-Sell Agreements