Defensible Valuations for Estate & Succession
Courts, attorneys, and the IRS require independent business valuations for equitable distribution in divorce, estate tax compliance, and succession planning. Owner estimates are not accepted.
The Scenario
A closely held business with no recent arms-length transactions needs an independent valuation for estate planning purposes. The business represents the majority of the estate value, and attorneys require a defensible, documented opinion of value.
How VEMLogic Helps
- Independent opinion of value with full methodology documentation
- Analysis suitable for review by opposing counsel and courts
- Dual AI review ensuring consistency and defensibility of conclusions
- Comprehensive risk factor analysis per Rev. Ruling 59-60
- Multiple valuation approaches providing triangulated value conclusion
- Professional report format accepted by estate planning attorneys
Key Metrics in Your Report
Fair market value
Discount for lack of marketability
Discount for lack of control
Asset values
Earnings capacity
Goodwill components
VEMLogic provides Calculations of Value. Reports are not certified appraisals and do not constitute USPAP-compliant valuations.
Related Use Cases
Partner Buyout
When partners enter or exit a business, an independent valuation removes emotion from the negotiation and protects both sides. Buy-sell agreements should be updated annually with a current valuation.
Strategic Planning
Understanding your current business value is the foundation for every meaningful growth, investment, and capital allocation decision. You cannot improve what you do not measure.
SBA 7(a) Business Valuation Reports
SBA 7(a) lenders routinely require an independent valuation for business acquisition financing. Our Professional reports are structured to support lender pre-screening per SOP 50 10 7 with the depth of analysis expected by underwriters.
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