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Serving Central Texas Since 1967

Purposes for Business Valuation Services

Over the past 25 years our business valuation professionals have gained substantial experience through serving our clients. The following are some examples of purposes for which we have provided business valuation services.

Estate and gift tax planning and compliance

  • Gifts of interests in closely-held entities
  • Date of death valuations
  • Transfers of family limited partnership interests
  • Sales to trusts & related parties
  • Grantor retained annuity trusts
  • Redemption of Shares Left to Charity

Federal income tax planning and compliance

  • Shareholder redemptions/buy-ins
  • Employee stock ownership plans
  • Restricted stock distributions to shareholders
  • Stock options
  • Transactions with non-profit organizations
  • C to S corporation conversions
  • Distribution of private shares from retirement plans

Litigation support and expert testimony

  • Marital dissolution
  • Shareholder disputes
  • Securities fraud
  • Lost profits damages

Mergers & Acquisitions

  • Assistance to buyers and sellers
  • Establishment of buy/sell agreements
  • Corporate planning
  • Private placement planning
  • Raising capital
  • SBA loans