We provide business valuations for business owners, financial professionals, bank trust departments, fiduciaries, CPAs, lawyers, and other related parties. Our independent and objective valuation reports are prepared by a highly qualified staff and comply with industry-leading business valuation standards and IRS Revenue Ruling 59-60.
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, our business valuations experts will join our affiliate LITCO to help attendees gain a better understanding of when and why a trustee should seek out a privately held business valuation.
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