Business Valuations

business valuation services

Expert Business Valuations | Estate Planning & IRS Compliance Services

REIS Group Business Valuations are formal analyses to determine the fair market value of a privately held company or business interest, whether for estate planning, gift tax reporting, partner buyout, sale agreements, or charitable contributions. This process involves a review of its financial statements (P&L), market comparables, income projections, and ownership structure.  Accurately discounting minority shares for lack of control and marketability when valuing fractional interests in a Business Valuation 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 jurisdiction-specific insight tailored for Tax Filings. With expertise in fractional interests, valuation discounts, that withstand 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 complexity of 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:

What Our Clients Say

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Based on 20 reviews
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Roger Makombo profile picture
Roger Makombo
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Working with Don Daly and the REIS Group has been a great experience. Their team is responsive, professional, and consistently delivers quality work on time. I especially appreciate their attention to detail and willingness to provide guidance when needed. I would gladly recommend REIS Group for appraisal services. Roger Makombo CPA
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Ian Kearney profile picture
Ian Kearney
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Don and the REIS group did a great job in helping with appraisals related to an estate. Would recommend Don and the team.
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Nicole Celorio profile picture
Nicole Celorio
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I've had a great experience working with REIS Group. Don Daly and his team are professional, knowledgeable, and responsive throughout the appraisal process. Their reports are thorough, delivered in a timely manner, and they are always available to answer questions and provide guidance when needed. As a legal professional, I appreciate working with a team that is reliable, detail-oriented, and easy to communicate with. I highly recommend REIS Group to anyone looking for high-quality appraisal services.
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Scott Kellenberger profile picture
Scott Kellenberger
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Don Daly is very responsive and does quality work. I highly recommend him.
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Judith Insell profile picture
Judith Insell
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I highly recommend the REIS Group, LLC for excellent professional real estate appraisal and valuation services. It was particularly great to work with Don Daly, REIS Group, Managing Director!
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Laurinda Pang profile picture
Laurinda Pang
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Don assisted us during a difficult time for our family. He appraised the properties swiftly and comprehensively. I would highly recommend Reis Group. They are pros!
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Yan Gladkov profile picture
Yan Gladkov
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I 100% recommend Donald and his team as your go to real estate appraiser! Great service and communication all around. REIS Group helped me with a residential condo valuation.

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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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