Valuation Services

Pre-Exit Planning Video 2-Family-owned business issues, Management Buy-outs

Please join Wayne M. Zell, Esq. for this 2nd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to family-owned and closely held businesses, who might be the potential buyers of your business and management buy-outs. Continue reading

Growing and Soaring Video 5-More on Appraisals and Valuation

Please join Wayne M. Zell, Esq. for this fifth of eight videos of Episode 2: Growing and Soaring, which continues the discussion of business valuation and appraisals. Continue reading

Growing and Soaring Video 4-Appraisers and Appraisals

Please join Wayne M. Zell, Esq. for this fourth of eight videos of Episode 2: Growing and Soaring, which focuses on business valuation and selection and use of appraisals and appraisers. Continue reading

Treasury Withdraws Valuation Discount Regs!

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to use valuation discounts in transferring closely held business interests to family members and trusts for their benefit.

As stated in… Continue reading

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