Estate & Gifting Business Valuations

Independent, Defensible Business Valuations for Estate Planning, Gifting, and Wealth Transfer

How It Works

Well-documented, fair market value business valuations designed to support estate and gift tax reporting and withstand regulatory review.

Transferring ownership in a closely held business is a major financial decision. For estate planning, lifetime gifting, or succession, a credible independent estate and gift tax valuation is essential to support fair market value, reduce tax risk, minimize disputes, satisfy IRS requirements, and provide clarity and confidence for families, beneficiaries, and advisors.

Estate & Gifting Business Valuation Features

Estate & Gifting Business Valuation Features

    

USPAP-Compliant

NACVA Professionals Standards

Competitive Pricing

Fast Turn Around Time

Estate and Gift Business Valuations

Why Choose BGH for Estate & Gifting Business Valuation?

Clear communication and responsive service

Defensible valuations without being over-engineered

Extensive experience with closely held businesses across industries

Combined technical credibility with real-world understanding

Collaborative approach with tax and legal advisors

Deep understanding of what IRS, CPAs, and attorneys expect

When Do You Need Estate & Gifting Business Valuations?

Business owners and families planning ownership transfers, succession, or lifetime gifting

CPAs and tax advisors supporting estate, gift, and income tax planning

Trusts and estates attorneys requiring independent, defensible valuation support

Wealth advisors and family offices coordinating long-term wealth transfer strategies

Trustees and fiduciaries funding, restructuring, or administering trusts

Advisory teams and clients seeking clarity, compliance, and reduced tax risk

Our Estate & Gifting Business Valuation Process

Our Estate & Gifting Business Valuation Process

    

1.

Consultation

Conduct an initial consultation to understand objectives

2.

Review

Request documents and gather relevant information

3.

Analysis

Perform valuation analysis and develop conclusions

4.

Valuation

Deliver a clear, well-supported valuation report

5.

Support

Provide ongoing support to address advisor questions

How We Approach Estate & Gifting Business Valuations:

Apply Fair Market Value or other appropriate standards

Prepare valuations in accordance with NACVA Professional Standards and USPAP

Consider financial performance, industry conditions, and risk factors

Evaluate minority interests, lack of marketability, and ownership structure

Document valuations in clear, written plain English

How we approach estate and gifting

Get Started

If you are planning a business ownership transfer, gifting strategy, or estate plan, we’re happy to help determine the appropriate valuation approach and next steps.

Schedule a confidential consultation to discuss your estate and gifting business valuation needs.