Tax & Specialty Valuations

Defensible valuations for wealth transfer, IP, and M&A.

IRC 2031 · IRC 2512 · ASC 805 · ASC 350

From estate and gift tax planning to intellectual property disputes and purchase price allocations, we deliver valuations with the rigor to withstand IRS scrutiny and litigation challenge.

Capabilities

Estate & Gift Tax Valuations

IRC 2031/2512 compliant business valuations for wealth transfer planning. Holding company and family entity valuations. Defensible against IRS examination.

IP & Patent Valuation

Fair value analysis of intellectual property portfolios for licensing, M&A, and financial reporting. Trade names, developed technology, and customer relationships.

Purchase Price Allocation

ASC 805 compliant allocation of acquisition consideration to identifiable tangible and intangible assets, including customer relationships, trade names, and goodwill.

Goodwill Impairment Testing

ASC 350 quantitative and qualitative assessments for annual impairment testing requirements. Discount analysis including DLOM and DLOC where applicable.

Shareholder Buyout & Redemption Valuations

Independent fair value opinions for partner buyouts, shareholder redemptions, and ownership disputes. Defensible conclusions for negotiations and legal proceedings.

LLC to C-Corp Conversion Valuations

Pre-conversion fair market value analysis for companies restructuring ahead of institutional fundraising. Supports clean cap table setup and future 409A compliance.

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