Litigation & Business Valuation
Our extensive experience in valuations includes serving on the senior technical committees that helped formulate U.S. valuation standards and delivering seminars on estate and trust valuations in the LL.M. tax program at NYU School of Law. We work closely with our estate and trust professionals to understand the types of tax planning structures necessary for establishing the value of businesses, property, other assets, and securities/interests of various types. Whether the valuation is basic and straightforward or requires a deep understanding of a particular business sector and the use of highly sophisticated valuation techniques, Berdon brings the appropriate level of experience, skills, and resources to bear. Clients tap into our full range of valuation services, including:
estate and gift tax appraisals
valuations of interests in privately-held businesses, including control and minority interests
valuation discount studies related to FLPs and LLCs
valuations of closely held securities for charitable donations purposes
analysis of minority interest, marketability, blockage, and other discounts
valuations of restricted stocks
valuations of intangible assets
appraisals of intellectual property
valuations for S-corp elections
assistance in representing companies before the IRS
valuations of contingent purchase price
valuations for Section 482 transfers (transfer pricing)