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Valuation (Businesses, ESOP, 409A, Estate & Gift, Impairment, Fairness)

A valuation analysis is useful and even needed in many situations. Stowe & Degon’s professionals are experts in the valuation of assets for businesses, ESOP, 409A, gift and estate tax planning, and more. We use the latest available information regarding transactions of similar entities and quantitative discount models to determine the fair market value each client’s need. When needed, we also work closely with our clients’ legal and financial advisors to ensure that our work is conducted in a professional, timely, and economical manner. A qualified appraisal from a knowledgeable professional firm will help establish a reasonable basis for the valuation and help meet the regulatory needs in many situations.

Want to learn more? Talk to a Senior Partner and ask about our valuation services.