Business Valuations

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

Washington D.C.

Construction business valuation for fiduciary reporting

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