FV & FMV Valuation

CHICAGO OFFICE: 321 North Clark Street, 5th Floor, Chicago, IL

PHONE: 312.445.6248



RALEIGH-DURHAM OFFICE: 5000 Centre Green Way, Suite 500, Cary, NC

PHONE: 919.228.6325


Tax Planning & Compliance – Corporate & Individual

Sample List of Prior Engagements:

Estate and Gift Tax

  • Valuation of a non-voting, non-marketable, non-controlling interest in a multi-billion dollar equipment supplier to the heavy truck industry, for estate planning purposes.
  • Discount study for a minority, non-marketable member’s interest in a real estate holding company for federal gift tax purposes. 
  • Valuation of an estate comprised of publishing-related assets for federal estate tax purposes. Subject assets valued included: copyrights, licensing agreements, and future royalty payments.

Corporate and Other Tax

  • Valuation for tax purposes of a healthcare services firm in connection with a buyout transaction by a large private university/medical school/healthcare provider.

 

*Client names have been withheld as FV & FMV Valuation maintains strict standards of client confidentiality. FV &  FMV Valuation does not release the names of our clients or other client information, unless required by regulatory  authorities or as authorized or requested by the subject client.



FV & FMV Valuation
Chicago Office

321 North Clark Street, 5th Floor
Chicago, Illinois 60654
Phone: 312.445.6248 email: hr@fvfmv.com

Raleigh-Durham Office

5000 Centre Green Way, Suite 500
Cary, NC 27513
Phone: 919.228.6325 email: hr@fvfmv.com

CHICAGO OFFICE
phone: 312.445.6248

RALEIGH-DURHAM OFFICE
phone: 919.228.6325