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Business Valuation Discount Studies for Estate & Gift Taxes

  • Writer: Sanli Pastore & Hill
    Sanli Pastore & Hill
  • Jun 6
  • 2 min read

Reliable Experts:

As a specialist business valuation firm, business owners, attorneys, and professional advisors seek after SP&H’s valuation expertise when gifts of business interests are contemplated or a business owner has passed away. Our extensive research and thorough reporting produce unparalleled results that withstand the highest levels of scrutiny from the Internal Revenue Service.


SP&H’s seasoned professionals have performed over 4,000 valuations, at any given time we have

about 200 active cases. Our professionals have been named as expert witnesses in over 1,000 court

proceedings, and possess the most regarded valuation credentials. Our clients generally include privately held companies with revenues of every size. In addition, Fortune 500 companies, Forbes 400 members, and other publicly traded companies have utilized SP&H for business valuations.


Experience:

Three recent engagements highlight SP&H’s track record in business valuations and discount studies for estate and gift tax purposes:


Valuation of 50% Interest in a Trucking Services Business

  • SP&H was retained to determine the fair market value of a 50% interest owned by the principal owner of a family-operated trucking business. SP&H’s report was and important element of the filing of the estate tax return.

Discount Studies for Partial Ownership Interests and Tenancies In Common

  • SP&H was hired to determine the appropriate discounts for lack of marketability and control for partial ownership interests in five real estate partnerships as well as two tenancy-in-common interests. SP&H’s discount analyses were instrumental in determining the fair market value of the interests in the estate.

Valuation of Minority Interests in Family-Owned Business

  • As part of the estate planning process, SP&H was retained to determine the fair market values of minority interests that will be gifted to the children of a family-owned business. SP&H’s valuation analysis was critical to the business’ succession planning.





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