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Financial Assets & Other Valuations

While business valuations are very popular for estate and gift tax planning purposes, other tax-related business valuation assignments we typically encounter include: C to S corporation conversions (IRC 1374), stock-based compensation (IRC 409A), charitable contributions, dissolutions/reorganizations, buy-sell agreement analysis and consultation.

In addition to valuations for the full range of equity interests in incorporated entities, Convergent Capital Appraisers regularly performs valuations for a variety of financial assets that are not limited to, but include: undivided interests, debt instruments, notes receivable, notes payable, restricted stock, hedge funds and intangible assets. We also occasionally encounter valuation requests that we sometimes affectionately refer to as "dirt road projects" - or as the name implies, projects that are just a little off the beaten path. Recent examples of such projects include: a lifetime right of an individual's beneficial interest, and one-half interests in entrance deposits for two living units of an adult care home.

We Welcome The Opportunity To Talk With You

However common or peculiar the financial asset may be, we would be glad to discuss the details with you and help determine the correct solution - which will be especially important for those situations that may on the surface offer less than clear direction.

The professionals at Convergent Capital Appraisers possess in-depth knowledge of the applicable IRS code sections, rulings (including Revenue Ruling 59-60) and court decisions regarding appraisals of all types of closely-held business equities. We are also accustomed to working with business owners and management, attorneys, CPAs and other estate planning professionals throughout the valuation process.

We would be glad to discuss your particular situation with you, and work with your advisory group to tailor our valuation service to your needs. Contact us today.

Why Choose Our Firm?

  • We provide first-class analysis, first-class service.

  • We help clients in a wide range of situations.

  • We have broad experience in multiple industries.

  • We're Accredited Senior Appraisers with MBAs.

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