Estate, Gift & Tax Valuation
GMC & Company provides objective, well-supported valuation services for estate planning, gift tax reporting, ownership transfers, and related tax matters involving closely held businesses and ownership interests.
Valuation work for tax planning, reporting, and ownership transfers.
Estate, gift, and tax valuations are often needed when ownership interests in a closely held business are transferred, reported, or analyzed for planning purposes. The valuation must fit the purpose of the engagement and be supported by appropriate financial information and accepted valuation methods.
GMC & Company works with attorneys, CPAs, financial advisors, trustees, and business owners to provide objective valuation analysis for estate planning, gift tax reporting, succession planning, and related tax matters.
When Estate, Gift & Tax Valuation May Be Needed
Common situations
Estate tax reporting
Gift tax reporting
Family business transfers
Succession and transition planning
Buyout or ownership restructuring
Trust and estate administration
Who we work with
Estate planning attorneys
CPAs and tax advisors
Financial advisors
Trustees and executors
Business owners and families
Family office and advisory teams
Estate, Gift & Tax Valuation Services
Estate Tax Reporting
Supportable valuation analysis for estate tax filings involving closely held businesses and ownership interests.
Family Business Transfers
Valuation support for intergenerational transfer planning and ownership transition decisions.
Gift Tax Reporting
Valuation work for gifts of ownership interests, family transfers, and tax reporting requirements.
Succession & Planning Support
Objective valuation insight to assist with planning, continuity, and long-term ownership strategy.
Ownership Interest Valuation
Valuations of minority or controlling interests in privately held companies and related entities.
Tax-Related Consulting
Valuation analysis that helps attorneys, CPAs, and advisors address reporting and planning considerations.
Our Approach
We tailor each engagement to the purpose of the valuation and the facts of the matter.
Understand the purpose
Clarify the tax, planning, or transfer issue and identify the appropriate scope of work.
Review financial information
Apply accepted methods
Analyze the relevant company, ownership, and financial data.
Use appropriate valuation approaches based on the facts, available data, and purpose of the engagement.
Deliver clear conclusions
Provide organized, well-supported analysis and reporting.
Credentials That Support Our Work
Clients rely on GMC & Company for objective valuation work, senior-level attention, and practical communication throughout the engagement.
Experience with closely held businesses and ownership interests
Objective, well-supported valuation analysis
Practical communication for attorneys, CPAs, and advisors
Responsive service and thoughtful attention to detail
Clear reports designed to support planning and reporting needs
What Clients Receive
A valuation analysis tailored to the purpose of the engagement
Review of relevant ownership and financial information
Consideration of appropriate valuation methods and assumptions
Clear explanation of conclusions and key valuation issues
Written report or consulting analysis, depending on the engagement
Support for reporting, planning, and advisor discussions