Family Limted
Partnership Valuations

Family Limted
Partnership Valuations

Family Limted
Partnership Valuations

FLP Valuations and Estate Planning

For individuals and families who are at a wealth level such that gifts to their heirs can potentially exceed the threshold for gift tax exemptions, a family limited partnership (FLP) can be a very effective method of mitigating the effect of taxes in a gifting scenario.

We work with estate planning attorneys to value the assets of your FLP, and calculate the discounts applicable to those assets, that allow you to realize the full utility of this very important tool.

 

Our valuations provide clarity for anyone needing to know the value of a business interest, and we will defend our work under oath if necessary.

While we are primarily a business valuations firm, we also provide expert witness valuation support in a variety of circumstances, providing clarity to attorneys and courts alike regarding the value of business interests. Our valuation reports are routinely used to assist in the settling of civil proceedings, and we are frequently called upon as experts to rebut valuation work that has been produced by other valuation specialists.

What you can expect from us

key Services

Divorce-related Valuations

Obtain an objective appraisal of all business interests in the marriage.

FLP Valuations

An accurate FLP appraisal is an important component of an estate planning strategy.

Expert Witness Designation

Our expertise provides clarity to the court in all business valuation matters.

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Mr. Walters brings a wealth of experience and education to BWA Consultants.

How to Contact Us

We answer all inquiries, and will respond promptly to any concern that you have. Below are a variety of ways that you may reach us; we look forward to being a resource for you.

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