Capabilities
Signed valuations and appraisals, tax and estate work, financial reporting, and automated analysis for private companies.
Business valuation
Signed valuations and automated assessments of what a private company is worth.
Platform and data
Recurring analysis computed from a company's own books.
Lending and transactions
Independent work for acquisition credit, sales, and ownership changes.
Appraisals
Real estate and equipment appraisals, coordinated by FMV and signed by network appraisers.
Tax and estate
Signed valuations for gift, estate, and charitable filings.
Gift Tax Valuation (Form 709)Lifetime gifts of closely held interestsEstate Tax Valuation (Form 706)Closely held interests at date of deathEstate and Succession Planning ValuationPlanning value before any filing existsCharitable Contribution Appraisal (Form 8283)Qualified appraisals for noncash gifts
Tax opinions
Studies and valuations that support a position on the return.
409A ValuationCommon stock value for option grantsReasonable Compensation StudyOfficer pay under IRC §162§754 Basis Adjustment ValuationInside basis after a partnership transferManagement Services Organization ValuationRelated-party management fees under IRC §482Illiquid Securities Analysis (ORIS)Realization paths for illiquid private positions
Financial reporting and funds
Fair value work prepared for auditors and fund reporting.
Trust and reliability
SOC 2 Type II and ISO 27001 audits are underway. Our security program is documented in the FMV Trust Center.
