Business succession
Valuation on a triggering event
A number will be chosen. It may as well be one you agreed to in advance.
Many agreements provide for a buyout on death but leave the method of valuation to be agreed later. Later means after a death, between a grieving family and the surviving owners.
A method written into the agreement is worth more than any provision in the estate plan, and it is the cheapest thing on this page to fix.
What this involves
- Valuation methods and which to specify
- Discounts and what supports them
- Appraisers and how they are appointed
- What the Tax Court expects to see
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Who does this work
