Business Valuation Services

A business can have many items of value considered to be intangible assets. We can accurately value those assets so that your business is valued properly. 

-Trademarks, tradenames
-Patents, copyrights, and licenses
-Software
-In-process R&D
-Contracts
-Non-compete agreements

Business interests must be valued when transferred as a gift or as part of an estate. A professionally prepared, well documented, and supportable valuation is necessary to minimize IRS challenges in the state of Texas. Our valuation experts can provide documented valuations for:

-Estate planning
-Gift and estate tax reporting
-Family limited partnerships
-Succession planning
-Charitable contributions

We can prepare the true value of your stock options and equity based compensation. 

-IRC 409A
-Restricted stock
-Profits interests