top of page
logo.png

Arizona Business Valuations for Gift & Trust Planning

IRS-Compliant Business Valuations for Gift & Trust Planning

We provide independent business valuations for gift, trust, and estate planning, developed using recognized valuation methodologies and supported for fair market value reporting.

​

 Our valuations are prepared with a focus on:

  • Independent, third-party analysis

  • Defensible reporting standards

  • Compliance with IRS guidelines (Revenue Ruling 59-60)

  • Supportable fair market value conclusions

  • Experience supporting CPAs, attorneys, and estate planners

We work with business owners, CPAs, and attorneys to deliver defensible valuations for gift, trust, and estate planning.

Prefer to speak directly? We’re available to discuss your valuation and answer questions.

Speak Directly With a Cerified Valuation Analyst

 602-926-2993

Request a Confidential Consultation

Two North Avenue

18th & 19th Floor

Phoenix, AZ 85004

We will reach out to you in the next business day or sooner or call for Immediate Consultation

bottom of page