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.