The high tax rates in the federal transfer tax system make wealth preservation of paramount importance for high-net-worth individuals, including owners of closely held businesses. George and Company estate and gift tax valuation services assist high-net-worth individuals and business owners in preserving their wealth. George and Company philosophy is to take a team approach with other professionals to assist individuals and families with asset management. Our firm works with attorneys, certified public accountants, private bankers, and financial planners to forge pro-active, coherent, and effective estate and gifting plans for effective asset management.

We perform discount studies for:

Family limited partnerships
Limited liability companies
Partial ownership interests in assets such as real estate
These reports include discounts for lack of control and marketability, as well as blockage discounts for ownership of securities in publicly held corporations.

We also perform business valuations for equity, debt, and securities in privately held companies. Our valuations are used in:

Estate and gift tax planning
Estate and gift tax return filings
Buy-sell and cross-purchase agreements
Key person insurance funding
Recapitalization of common stock to preferred stock or non-voting common stock
Charitable gift transactions such as charitable remainder trusts

George and Company business valuations for estate and gift tax purposes include:

Analysis of company operations
Financial statement analysis
Qualitative and quantitative industry analysis
Competition analysis
Economic analysis
Market research
Valuation analysis
Conclusion of value