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BGH PHG Advisory Valuation Logo
  • Business Appraisals
    • Mergers & Acquisitions Valuations
    • Purchase Price Allocation (PPA) & Financial Reporting 
    • Estate & Gifting Valuations
    • Divorce & Litigation Valuations
    • Partner Buyouts & Shareholder Disputes
    • ESOPs & 409A Valuations
    • Other Valuation Services
  • SBA Valuations
  • Other Services
    • Expert Witness
    • Machinery & Equipment Appraisals
  • About Us
  • Contact
  • Blog/Resources
  • Upload Files
  • Business Appraisals
    • Mergers & Acquisitions Valuations
    • Purchase Price Allocation (PPA) & Financial Reporting 
    • Estate & Gifting Valuations
    • Divorce & Litigation Valuations
    • Partner Buyouts & Shareholder Disputes
    • ESOPs & 409A Valuations
    • Other Valuation Services
  • SBA Valuations
  • Other Services
    • Expert Witness
    • Machinery & Equipment Appraisals
  • About Us
  • Contact
  • Blog/Resources
  • Upload Files

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Posts by brandon_hall

Gift Smart, Save Big: Using Business Valuations to Slash Estate Taxes

By brandon_hall | July 24, 2025

Updates below due to the Big Beautiful Bill signed into law as of July 4th, 2025. Key Takeaways For owners of closely held businesses and the attorneys who advise them, the 2025 estate and gift tax landscape presents a powerful opportunity. With lifetime exemptions nearing historic highs, now is the time to act strategically. Gifting…

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Recent Posts

  • Valuations for Partner Buyouts: How to Avoid Conflict and Reach Fair Agreements
  • Purchase Price Allocation Explained: Why It’s Crucial After an Acquisition
  • Estate and Gifting Valuations for Tax Filings: What Business Owners Need to Know
  • The Golden Goose Dilemma: Solving the “Double Dip” with Market Data
  • The Role of Business Valuation in Estate Planning and Gifting: What Every Family Should Know

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BGH Valuation Services is a business valuation and appraisal firm providing certified, independent reports for SBA financing, mergers and acquisitions, fair value measurements, estate and gift planning, tax transactions, IRS liens, buy–sell agreements, partner disputes, 401(k) ROBS financing, and ESOPs. We also help business owners establish a market-ready selling price with professional, defensible valuations.

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