What We Offer
BUSINESS VALUATION SERVICES OVERVIEW
Estate, gift & income tax valuations have strict IRS requirements, and we understand the Internal Revenue Code and various regulations inside and out. We appraise your situation to ensure you’re up to code on all the requirements, and also provide you with a defensible and supportable business valuation conclusion. We provide valuations of:
- Equity & Debt Instruments Issued by Closely Held Companies
- General Partner & Limited Partnership Interests in Family Limited Partnerships (FLPs)
- Member Interests in Limited Liability Companies (both Managing & Non-Managing Member Interests)
- Convertible & Payment-In-Kind (PIK) Securities
- Blockage Discount Determination
- Intellectual Property, Including Patents, Copyrights & Trademarks
- Stock Options, Phantom Stock Plans & Restricted Securities
- Personal Goodwill
- Employee Stock Ownership Plans
- Covenants Not to Compete
- Customer Lists & Other Customer Based Intangible Assets
BUSINESS VALUATION INSIGHTS
OUR PROFESSIONALS
JOHN BAUTISTA
Managing Director, UHY Advisors
BRADFORD SOUTHERN
Principal, UHY Advisors
EDWARD PRATESI
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut
EDWARD PRATESI
Partner, UHY LLP
Managing Director, UHY Advisors
GEORGE CRANE
Principal, UHY Advisors
LARRY WEBER
Principal, UHY Advisors
BRUCE DEL CONTE
Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut
BRUCE DEL CONTE
Partner, UHY LLP
Managing Director, UHY Advisors