Business Valuations
A Business Valuation is a formal analysis that determines the fair market value of a privately held company or business interest, whether for estate planning, gift tax reporting, shareholder disputes, buy-sell agreements, or charitable contributions. This process involves a deep dive into financial statements, market comparables, income projections, and ownership structure—often incorporating discounts for lack of control and marketability when valuing minority interests. Business valuations are essential for IRS compliance under Revenue Ruling 59-60 and must reflect both economic reality and legal defensibility. Whether the subject is a family-owned LLC, a professional practice, or a multi-generational operating company, a well-supported valuation provides attorneys and CPAs with the documentation needed for tax filings, fiduciary reporting, and strategic planning. REIS Group is the trusted national resource for business valuations in estate-tax jurisdictions, offering meticulous analysis, jurisdiction-specific insight, and branded deliverables tailored for legal professionals. With expertise in fractional interests, valuation discounts, and IRS scrutiny, REIS Group ensures every report is technically sound, professionally formatted, and ready for court, audit, or fiduciary review—making us the preferred partner for attorneys and CPAs navigating complex business interests.
Why REIS Group?
REIS Group is the trusted national resource for attorneys, CPAs, and fiduciaries navigating complex business interests. We specialize in valuations for estate-tax jurisdictions, delivering:
SAMPLE USE CASES:
We serve clients in all U.S. jurisdictions with statewide estate taxes:
Connecticut
Dental practice valuation for estate equalization
Illinois
Minority interest in manufacturing firm held in family LLC
Maryland
Law partnership valuation for gift tax reporting
Massachusetts
Tech startup valuation for GRAT planning
Minnesota
Family-owned retailer valuation for succession planning
New Jersey
Real estate holding company valuation for estate freeze
New York
Restaurant group valuation for IRS Form 709
Oregon
Timber operation valuation for charitable contribution
Rhode Island
Marine services company valuation for estate tax filing
Vermont
Farm equipment distributor valuation for trust funding
Washington State
Logistics firm valuation for buy-sell agreement
California
Medical practice valuation for gift and estate planning
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