In mid-December, we received an urgent phone call from an estate planning attorney who needed a business valuation prepared by the end of the year for inclusion with a gift tax return. The minority interest valuation was for a family limited partnership holding marketable securities, real estate investments, and a 50% interest in a separate legal entity.
 
Result #1: We prepared an in-depth business valuation report on time and on budget. We applied our advanced knowledge of closed-end funds, tiered entity discounts, and minority interest lack-of-control and lack-of-marketability discounts to determine a realistic and supportable value. Our deep bench of trained staff here at Berntson Porter allows us the flexibility to tackle and complete projects with tight deadlines.
 
Our Business Transition and Valuation Services Group specializes in business owner Exit Planning and Implementation, merger and acquisition advisory services and business valuations for gift, estate, owner transfers, divorce and litigation support. Please contact Allan Vander Hamm at 425.289.7613 or avanderhamm@bpcpa.com to learn more.