409(a) Appraisals
Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.
An estate planning business valuation for privately held businesses is essential when considering gifting, estate settlement and Internal Revenue Service (IRS) reporting of an estate or gift transactions.
The goal of estate tax planning is to provide liquidity and continuity of the business. Throughout the process, it is essential to document the market value of the assets. While this is fairly straight forward to marketable or publicly traded securities, a thorough and well-documented analysis is required for illiquid or closely held assets.
The following are examples of the type of entities, interests, and situations where a business appraisal may be needed:
Family limited partnerships (FLPs), limited liability companies (LLCs), and other types of entities have been a popular estate planning tool for years. Aside from the business purposes of such entities, such as centralized management and protection of assets from creditor claims, they also may offer tax advantages through valuation discounts. The most common discounts applied are for a Discount for Lack of Control (“DLOC”) and Discount for Lack of Marketability (“DLOM”). Because these discounts have such a large impact on overall valuation (often ranging from 20% to 40% of the overall value), a proper and well documented valuation report is critical in order to bear scrutiny.
Quantive works with estate planning attorneys, wealth advisors, CPA’s and other estate planning professionals in order to help achieve their client’s goals. Our valuations are guided by sound theory and appropriate precedent rulings such as IRS Revenue Ruling 59-60. In addition our reports comply with the professional standards as promulgated by the National Association of Certified Valuation Analysts (NACVA).
Issuing options or equity compensation? Quantive performs appraisals for 409(a) reporting requirements.
Thinking about retirement? Planning for a sale? A business valuation typically is the starting point of any sound exit planning process.
We provide litigation support for shareholder disputes, lost profits, shareholder oppression, commercial litigation, and various other reasons.
Quantive provides a business valuation in support of buy-sell agreements, to include buy-ins and buy-outs, as well as shareholder disputes.
We perform company valuations in support of various gifting strategies, as well as in support of probate requirements.
A core part of our practice is preparing business appraisals for SBA loans, as required by the SBA SOP.
Your company is probably your largest asset. A business valuation for selling a company just makes good sense.
Smart entrepreneurs routinely retain Quantive to understand price early and gain a roadmap for impending price negotiations.
Quantive is a veteran owned and operated financial services firm. We work exclusively on matters related to corporate value: business valuation, value growth, and M&A advisory.
This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.
OKLearn moreWe may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
Because these cookies are strictly necessary to deliver the website, you cannot refuse them without impacting how our site functions. You can block or delete them by changing your browser settings and force blocking all cookies on this website.
These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.
If you do not want that we track your visist to our site you can disable tracking in your browser here:
We also use different external services like Google Webfonts, Google Maps and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Vimeo and Youtube video embeds:
You can read about our cookies and privacy settings in detail on our Privacy Policy Page.
Privacy Policy