Business Valuation for Estate Planning, Wealth Transfer, and Gifting

Plan for the future with sound strategies to transfer assets to successive generations.

CLA’s national reputation and valuation reports meet IRS requirements for business valuations, but more importantly, we satisfy clients.

What’s on your mind?

  • Reducing estate taxes
  • Satisfying IRS requirements and disclosure regulations
  • Smoothly passing on assets to future generations
  • Using today’s tax laws to benefit family members in the future
  • Creating a business and asset transition plan
  • Understanding the value of assets as ownership changes

Create opportunities with CLA

CLA’s dedicated team of valuation professionals are industry thought leaders, so we thoroughly understand the complexities of valuation. We want to make the process easy for you. We apply our skills and experience across many industries, and we collaborate with CLA real estate professionals and wealth advisors. That’s a powerful combination of resources.

We devote ourselves to valuation in the same way we devote ourselves to our clients — with a sharp focus on understanding each situation so we can help improve it.

Business valuation services for estate planning, wealth transfer, and gifting

  • Estate and gift tax planning and compliance
  • Charitable giving
  • Succession planning