SERVICES >> ESTATES AND TRUSTS

Accounting Solutions Network specializes in business valuations of closely held companies, professional practices and partnership interests. Business valuations are performed on a confidential basis for business owners and their professional advisors in accordance with current valuation professional standards.

Estate & Gift Tax, Other Tax Related Business Valuations Planning

• Estate taxes
• Gifting of closely held stock and partnership interests
• Family limited partnerships and limited liability companies holding real estate, marketable securities or closely held common stock
• Buy/sell agreements
• Conversion of C-Corporation to Subchapter-S Corporation status (computation of built-in gain)
• Re-capitalization to include a new class of preferred stock or creation of voting and non-voting stock for gifting purposes

Merger and Acquisition and Transaction-Related Business Valuation Needs

• Purchase or sale of closely held businesses or business interests
• Advise corporate board of directors on pending or contemplated transactions, including mergers or sale of divisions or subsidiaries
• Management buyouts
• Bank financing
• Financial restructuring and re-capitalization
• Consulting concerning reasonableness of offers to purchase

Employee Stock Ownership Plans (ESOPs)

• Employee stock ownership plan valuation prior to the establishment of the ESOP
• Fairness letters
• Ongoing annual valuation for the Plan Trustee

Litigation Related Business Valuation Needs

• Minority shareholder disputes
• Partnership disputes
• Divorce
• Business damages
• Bankruptcy
• Mediation and/or binding arbitration
• Litigation support and assistance provided to trial counsel in preparing to depose and cross-examine valuation experts

Other Business Valuation Needs

• Shareholder value enhancement planning
• Critiques of other valuations, including strengths and weaknesses
• Valuation of key employee stock options and phantom stock to retain valuable executives