Toney Valuation Advisors performs valuations of business for estate and gift tax purposes. These valuations often require a determination of the appropriate valuation discount including minority (or lack of control), marketability, key man, portfolio and other discounts as applicable.
We have performed analyses of discounts for general and limited partnership interests, membership interests in limited liability companies, S and C Corporations, and undivided interests in real property. Over the years, we have successfully defended discount appraisals that have come under audit by the IRS.
We have successfully helped business enterprises throughout Northern California, and have appraised companies in a variety of industries including:
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