GBQ

Entrepreneurial Spirit. Independent expertise.

Succession & Family Wealth Planning Valuations

Independent valuations with reasoned positions and comprehensive documentation are often the centerpiece of a business owner’s succession plan. GBQ has extensive experience in performing complex valuation analyses and documenting our opinions with comprehensive reports that are designed to withstand potential IRS review and scrutiny. We work closely with client companies and their advisors on valuations for succession and family wealth planning purposes, including:

  • Estate & Gift Tax Planning & Compliance
  • FLP & LLC Discount Studies
  • Real Estate Appraisals
  • Restricted Stock & Blockage Discount Opinions
  • Buy-Sell Agreement Consulting
  • Stock Redemptions
  • Shareholder Transactions
  • Assessments of Potential Transactions
  • ESOP Feasibility Assessments