We provide a wide range of valuation services focused on income, estate and gift tax planning and business matters related to succession planning, buy-sell agreements, capital events and mergers and acquisitions. Understanding the enterprise value of your business or the discounted value of a minority interest is important throughout your company’s lifecycle. Our valuation team brings the experience of entrepreneurs, investors, finance teams and public accountants to thoroughly understand your business and to determine the appropriate value. Company management uses this data to support its actions related to investor relations, talent retention and recruitment, estate planning and liquidity events.
Our valuation services include:
- 409(A) Valuations for Employee Equity Compensation
- Gift Tax Valuation for Estate Planning
- Asset Valuation for Estate Tax Return Compliance
- Due Diligence Valuation for Investors Underwriting
- Shareholder Buy/Sell Agreement Valuation
- Benchmark Valuation to Understand the Key Drivers of Value
- Succession/Buyout Valuation to Facilitate Change of Control Transactions
Our industry expertise includes:
- Manufacturing
- Software
- Marketing Agencies
- Accounting, Management Consulting and Legal Professional Services
- Consumer Package Goods
- E-Commerce
- Gaming
- Commercial, Multi-family and Hospitality Real Estate
A Firmwide Effort: Prosperity Partners Valuation Services Team coordinates with its Tax Team to ensure the maximum value is obtained for clients. The Tax Team brings its expertise in income and estate tax planning to help determine the objectives and outcomes of multiple valuation scenarios. Together, Prosperity’s experts collaborate with the business owners, other key stakeholders and their attorneys to deliver optimal results, efficiently.
