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Gift, Estate & Tax Valuation Services

Experienced Houston Business Appraisers

Since business or financial interests must be valued when transferred as a gift or as part of an estate, a professionally prepared, well documented, and defensible appraisal is necessary to minimize potential challenges by the Internal Revenue Service.

The professionals at Convergent Capital Appraisers have extensive experience in the preparation of valuations for gift, estate and tax purposes. With more than 30 years of business experience, our professionals know how to handle a variety of related matters.

Handling Your Valuation Needs

With experience handling valuation needs for both small, privately-held businesses and large companies, our business appraisers can provide the services you are seeking.

We offer a wide range of gift, estate and tax related valuation services, including:

Whether you have ownership in a company, FLP or other financial asset, having a proper valuation done for gift, estate, and tax related matters plays a vital role in your estate plans. With our thorough understanding and insight into IRS code sections and rulings, we can provide the information you need to properly account for your assets in an estate plan.

Why Choose Convergent Capital Appraisers?

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 help you achieve your estate planning objectives.

Contact our Houston professionals today to discuss your appraisal or valuation needs.

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.

Our Blog

Recent Posts
  • Valuation Insights From Warne v. Commissioner

    Re : Estate of Miriam M. Warne et al. v. Commissioner; No. 7019-18; No. 7020-18; T.C. Memo. 2021-17 In the Estate of Miriam Warne (“Estate”), T.C. ...

    Continue Reading
  • Valuation Insights From Kress v. U.S.

    Re: Case No. 16-C-795, Kress et al v. United States of America, United States District Court, Judge William C. Griesbach. In the case James F. Kress ...

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  • Fifth Circuit Court Reverses Tax Court Ruling - Estate of Elkins v. Commissioner - Undivided Interests

    By Scott S. Miller The Fifth Circuit recently delivered a significant verdict for the estate of an art collector, reversing the March of 2013 decision ...

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