Business Valuations Private Wealth Managers

Sun Business Valuations works with many Private Wealth Managers and their clients on preparing valuations for a number of different situations including:  

  • Gifting / Estate Planning
  • Succession planning
  • Business Sales, Mergers and Acquisitions
  • Divorce / Matrimonial Settlement
  • Shareholder Buy-out, Shareholder buy-in
  • Stock Options – employee stock incentive plans
  • Buy/Sell Agreements

Business valuations of privately held businesses interests are essential for estate planning, gifting, estate settlement and IRS reporting of estate or gift transactions.  It is imperative to have a professional accredited third party business valuation filed along with an Estate and Gift Tax return.

A comprehensive, well-supported business valuation is crucial when gifting interests in a company or upon the death of a shareholder for tax compliance purposes.  Sun Business Valuations utilizes commonly accepted valuation methodologies that will stand up in the event of a future challenge.  Our certified valuation reports adhere to valuation standards to meet the valuation guidelines established under Revenue Ruling 59-60 for gift and estate tax purposes.

No charge consultation: Sun Business Valuations offers a no charge consultation to obtain a thorough understanding of your clients’ needs.  We will then be able to discuss our suggested approach, process, time-frames and associated cost.  


What's your company worth?

Please contact us to discuss your business valuation needs. Call (800) 232-0180

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