Valuing businesses and business interests for a variety of purposes, including estate and gift tax matters, ESOPs and transactions.
Over the years, I have developed extensive experience in valuation issues for tax matters, primarily estate and gift tax.
We have developed methods for valuing interests in partnerships and LLCs that involve more than arbitrary discounts.
These valuations include the determination of discounts for lack of control and lack of marketability.
In addition to providing annual valuation services for ESOPs, I specialize in consulting with sellers to ESOPs.
Aside from playing golf, I enjoy working as a tournament official and in providing instruction, particularly for newer golfers.
