Expert Valuation Services for Estate and Gift Transfers

Welcome to Whitehawk Advisory, where we specialize in comprehensive valuation services tailored for gift and estate transfers made by private company owners and executives. We are committed to providing the guidance and accuracy you need for effective planning and compliance.

Why Choose Whitehawk Advisory:

• Extensive Experience: Decades of experience in financial analysis and business valuation.
• Tailored Solutions: Customized services to reflect the unique aspects of your business.
• Compliance and Confidentiality: Adherence to IRS regulations with a commitment to privacy.
• Clear Communication: Detailed reports that are easy to understand, facilitating informed decision-making.

Our Services:

1. Estate Planning Valuation: Accurate valuation for smooth estate transitions and minimized tax liabilities.
2. Gift Tax Valuation: Establish fair market value for company shares gifted to family or trusts.
3. Buy-Sell Agreement Valuation: Support for agreements determining the fate of shares upon owner changes.
4. Litigation Support: Expert testimony and robust support in valuation disputes.
5. Comprehensive Reporting: Detailed and defensible reports for all stakeholders.

We work directly with executives or their legal and accounting advisers to provide the analysis and documentation needed to satisfy IRC 2701 and 2702 as well as other IRS guidelines as they may apply.