Our valuation engagements for estate and gift tax purposes have included a wide variety of business and financial interests, including, but not limited to:
- Common and preferred stock, debt instruments and derivative securities of closely held operating and holding companies
- Limited and general partnership interests
- Managing and non-managing interests in limited liability companies
- Intellectual property, including trademarks and trade names
DLA has worked on these matters with many clients, from small partnerships to large mid-size corporations. We have expertise across multiple geographic regions, industries, and disciplines. With a well-researched and deep knowledge into the various Fair Market Value discounts, such as the Discount of Lack of Marketability, Discount for Lack of Control, Key Person Discounts, Non-Voting Discounts, etc., DLA is well-equipped to handle your business valuation needs.
David Landau, CPA, CVA
Founder & CEO
Kevin J. Baldwin, CPA, ABV
Partner – Head of Forensics, Valuation & Litigation Support
Jason M. Addesso, CVA
Director – Forensics, Valuation & Litigation Support
Contact us today for questions and more information.