Estates & Probate

When an owner dies or begins moving the business into a trust, somebody has to put a number on it — and that number has to hold up years later, often in front of people who were not in the room.

Where we are engaged

• Date-of-death valuations for estate administration
• Gift and succession planning as ownership moves to the next generation
• Buy-sell agreement funding — sizing the policy to what the interest is actually worth
• Trust funding where a closely held business is the principal asset
• Family disputes over what a departing or inheriting owner's share is worth

An opinion of value for the stated purpose. Not an appraisal, an audit, or tax or legal advice. Where a filing requires a certified appraisal, we will say so and refer it out.