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Valuations

Our staff has performed over 5,000 valuations since 1984 for a wide variety of purposes that have withstood the scrutiny of the courts, the Department of Labor and the Internal Revenue Service. Our professionals are active as officers and instructors in the professional organizations related to our valuation practice.

Estate, Trust, & Gift Tax

Stern Brothers has worked with hundreds of notable trusts, estates, individuals, and businesses to solve various tax valuation issues. Our team conducted extensive research concerning court cases involving business valuation issues. These cases deal with all aspects of business valuation including Revenue Rulings 59-60; 65-193; 68-609; 77-287; 81-253; 83-120; and 85-75. Our reports are prepared carefully and in such a way as to withstand the level of scrutiny often encountered in these engagements.

The valuation issues in estate and gift tax assignments, include:

  • Placing family assets in corporate or partnership form
  • Minimizing taxes by a series of timely minority interest transfers
  • Recapitalizations
  • Buy/Sell agreements or sale of options
  • Loss of key person
  • Sale of remainder interest
  • Grantor-Retained Income Trusts (GRITS)
  • Sale for a private annuity or a self-canceling note

Business Valuations

Stern Brothers has worked with thousands of businesses from startups to Fortune 100 companies. We leverage our industry knowledge and over 103 years of perfecting our valuation craft to deliver our clients the best work on the market. Through the years we have combined our strong attention to detail with our ability to accurately assess markets to provide a high-quality and cost effective service.

Valuation services we not only are good at but have fun performing as a team:

  • Professional practices
  • Marital dissolutions
  • Intangible assets
  • Asset-backed securities
  • Mergers and acquisitions
  • Buy/Sell agreements
  • Corporate redemptions
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