- Business valuation for M&A and restructuring
- Financial reporting and strategic planning
- Globally accepted valuation methodologies
- Market, asset, and performance analysis
- Investor-ready valuation reports
- Valuation of closely held businesses and shares
- Compliance with IRS gift tax regulations
- Support for Form 709 reporting
- Documentation to withstand IRS scrutiny
- Estate and succession planning support
- Fair Market Value (FMV) determination
- Federal estate tax compliance
- Probate and estate settlement support
- Coordination with legal advisors
- Clear, defensible valuation reports
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