skip to main content
X
BACK OK
Arrow Left
Arrow Right

Services

Estate, Gift & Income Tax Valuation

Business Valuation Services

We provide you with well-supported analyses and astute advice in our valuations of your businesses, business interests, assets, liabilities, and invested capital. Whether your business is a publicly traded corporation or privately held company, we find the solutions you need.

CONTACT US FIND A LOCATION
What We Offer

BUSINESS VALUATION SERVICES OVERVIEW

Estate, gift and income tax valuations have strict IRS requirements, and our estate tax accountants 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 and debt instruments issued by closely held companies
  • General partner and limited partnership interests in family limited partnerships (FLPs)
  • Member interests in limited liability companies (both managing & non-managing member interests)
  • Convertible and payment-in-kind (PIK) securities
  • Blockage discount determination
  • Intellectual property, including patents, copyrights and trademarks
  • Stock options, phantom stock plans and restricted securities
  • Personal goodwill
  • Employee stock ownership plans
  • Covenants not to compete
  • Customer lists and other customer based intangible assets

BUSINESS VALUATION INSIGHTS

News
News
News

Small Businesses Prove Perfect Environment for Financial Fraud

Read More
News
News
News

How M&A, Succession Planning, and Estate Planning Affect Value

Read More
Events
Events
Events

How M&A, Succession Planning, and Estate Planning Affect Your Company’s Value

Read More
go to insights

OUR PROFESSIONALS

JOHN BAUTISTA

Managing Director, UHY Advisors
New York, New York

JOHN BAUTISTA

Managing Director, UHY Advisors

Learn More

BRADFORD SOUTHERN

Principal, UHY Advisors
Sterling Heights, Michigan

BRADFORD SOUTHERN

Principal, UHY Advisors

Learn More

JOHN FERRO

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

JOHN FERRO

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

KEITH HAYDEN

Principal, UHY Advisors
Kalamazoo, Michigan

KEITH HAYDEN

Principal, UHY Advisors

Learn More

ERIC ENGSTROM

Principal, UHY Advisors
Des Moines, Iowa

ERIC ENGSTROM

Principal, UHY Advisors

Learn More

GEORGE CRANE

Principal, UHY Advisors
New York, New York

GEORGE CRANE

Principal, UHY Advisors

Learn More

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

LARRY WEBER

Principal, UHY Advisors
St. Louis, Missouri

LARRY WEBER

Principal, UHY Advisors

Learn More

JIM VALK

Office Managing Partner, Dowagiac & Kalamazoo, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan

JIM VALK

Office Managing Partner, Dowagiac & Kalamazoo, UHY LLP
Managing Director, UHY Advisors

Learn More

RHONDA NEWMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan

RHONDA NEWMAN

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

PAUL JUFFER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

PAUL JUFFER

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

SCOTT MACCALLUM

Principal, UHY LLP
Kalamazoo, Michigan

SCOTT MACCALLUM

Principal, UHY LLP

Learn More

DEBRA PELLERITO

Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan

DEBRA PELLERITO

Partner, UHY LLP
Managing Director, UHY Advisors

Learn More

JOYCE O'DWYER

Principal, UHY Advisors
Towson, Maryland

JOYCE O'DWYER

Principal, UHY Advisors

Learn More
loadMore see all

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

Learn More

Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

Learn More

Consulting Services

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

Learn More
Hide Firm Disclaimer

©2023 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.

Show Firm Disclaimer

Site Designed and Developed by Multimedia Solutions