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. We can create
tax efficiencies for taxable estates. Our business valuation experts at CCA can
also determine the value of your business and investment interests for business
transactions as well for estate and gift tax purposes.
Walt McGrail
