Our business valuation experts at CCA determine the value of your business and investment interests for estate and gift tax purposes. Also acting as consultants, they help to establish values used in gifting and management succession plans. With economic consideration as a highest priority, we are able to provide transactional analysis in a responsible and timely manner.
Whether passing wealth on to successors at death or at retirement, our team can lead or work with your team to achieve economic goals with tax efficiency. We can implement business succession plans such as ESOPs and UPREITs that aim to sustain wealth for your assets and develop stability for your future organizational plans. We can create tax efficiencies for taxable estates and determine the capital requirements that are necessary to sustain operations and grow future revenue streams for your organization or funds.
Example Engagement: Unique Succession Strategy
Our client’s dilemma required a solution providing for retention of control, access to capital, and long term liquidity effectively monetizing highly appreciated real estate assets and to do this all on nontaxable basis. CCA was able to bring its resources to bear for a rather unique succession strategy. Along with legal and other financial professional service teams, CCA was integral in development of the UPREIT structure, a rollup capital structure now common-place in the commercial real estate industry. It provided access to public capital markets without giving up control of the assets, and offered effective estate liquidity planning without incurring income tax.
