Working with Private Wealth Managers

Benefits For Private Wealth Managers

Sun Business Valuations works with many Private Wealth Managers and their clients on preparing valuations for a number of different situations including:  

  • Gifting / Estate Planning
    Succession planning
  • Business Sales, Mergers and
  • Acquisitions
  • Divorce / Matrimonial Settlement
  • Shareholder Buy-out, Shareholder buy-in
  • Stock Options – employee stock incentive plans
  • Buy/Sell Agreements

Business valuations of privately held businesses' interests are essential for estate planning, gifting, estate settlement, and IRS reporting of the estate or gift transactions.  It is imperative to have a professional accredited third party business valuation filed along with an Estate and Gift Tax return.

A comprehensive, well-supported business valuation is crucial when gifting interests in a company or upon the death of a shareholder for tax compliance purposes.  Sun Business Valuations utilizes commonly accepted valuation methodologies that will stand up in the event of a future challenge.  Our certified valuation reports adhere to valuation standards to meet the valuation guidelines established under Revenue Ruling 59-60 for gift and estate tax purposes.

No Charge Consultation

Sun Business Valuations offers a no charge consultation to obtain a thorough understanding of your clients’ needs. We will then be able to discuss our suggested approach, process, time-frames and associated cost.

Ready To Discuss Your Business Sale Objectives?

To discuss your situation, please call Stephen Goldberg, Managing Partner on 800-232-0180, or complete this form and we will get back to you shortly. We realize this is a confidential matter and will treat it with complete discretion.

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