Business Valuation Services

The focus of the firm is on valuations of privately-owned businesses, professional practices, real estate partnerships, family limited partnerships, LLCs and minority interests for the following purposes:

• Purchase or sale of a business or minority interest
• Buy-sell agreements and succession planning
• Stock redemptions
• Stock grants and options issued as compensation (§409A)
• Gifting of shares or interests in private companies, partnerships & LLCs
• Business valuations for estate and gift tax purposes
• Distribution of estate and trust assets
• Lost profits
• Charitable gifts of closely held stock

Income Tax Preparation and Planning

• Corporations and Partnerships
• Estate & Trust Fiduciary returns, Form 1041
• Individual Returns

Advisory Services

• Financial Planning Projections
• Business Financial Analysis & Benchmarking
• Comparative Analysis of Continuing Care Retirement Communities
• Estate Administration