Estate and Gift Tax Valuation

Eton delivers audit-defensible estate and gift tax valuations for compliant wealth transfer and planning.

Gift & Estate Tax Valuation Process

Day 1
Day 2
Day 8
Day 10
Information Collection
Valuation Modeling and Analysis
Draft Report Delivered; Client Review and Approval
Final Report Delivered
Audit Support

About Our Estate and Gift Tax Valuations

Understanding the intricacies of wealth transfer is pivotal.

Eton Venture Services provides expert estate and gift tax valuation, ensuring our valuations adhere to IRS valuation guide parameters and recognized valuation discounts.

Our clients appreciate the depth with which we grasp their objectives, crafting tailored and rigorous valuation reports to support generational asset preservation strategies.

Diverse Experience

With a wealth of experience in diverse scenarios, our valuation experts deliver practical estate and gift tax valuations, offering in-depth, defensible quantitative and qualitative valuation reports that adhere to the requirements of IRC § 6501(c)(9).

Tailored Approach

Our team of experienced experts uses a combination of proven methods and proprietary tools to deliver data-driven valuations, considering each company's financial performance, financing history, market trends, and comparable public and private companies.

We’re Human

Every engagement is performed by our team of highly trained lawyers, accountants, and Chartered Financial Analysts. Every client works with a dedicated relationship manager who takes the time to understand their unique challenges. And every valuation is customized to each client’s unique financial situation.

Unparalleled Expertise

Founded by securities lawyers from top law schools / law firms and staffed with finance professionals trained by the Big Four and other prominent financial services firms, Eton brings intellectual and quantitative rigor unmatched by others.

"As a former Gunderson lawyer, I co-founded Eton to bring the precision, efficiency, and the obsessive client service of corporate securities law to business valuation. I'm especially proud that our worldwide team of Big 4 trained CFAs has adopted that client service mantra wholeheartedly.

Our entire focus is on delivering audit-defensible, rigorous, and timely valuations without the inefficient back-and-forth of other firms. Client service is our religion. We always go the extra mile to overdeliver for every client."

Chris Walton, JD
President & CEO
Eton Venture Services
Previously at Gunderson Dettmer / Stanford Law


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Trusted By Over 1,000 Companies

You Estate and Gift Tax Valuation Questions

Why is important to work with expert estate and gift tax consultants?

Working with an expert team is important because it ensures compliance with the Internal Revenue Code (which saves you from potential penalties and fines).
Accurately valuing a business for estate and gift taxes is crucial because it affects the taxes due when transferring the business. To find this value, our experts look at the company’s finances, industry trends, and market conditions. They use methods like the income, market, and asset-based approaches, which need a deep understanding of financial data and market trends.
It is critical to have a well-documented valuation analysis based on acceptable methods for effective estate and gift tax planning, as well as transfer tax planning. This approach can help reduce your risk and ensure favorable outcomes. Similarly, for estate planning and valuations, a thorough and documented valuation analysis is critical as it provides an understanding of your assets’ worth and enables you to plan for the future.

Eton’s valuations typically take ten days but can be expedited should you need it.

We start with a consultation with you and collect all the files and data we need. Then our expert valuation and modeling team works to prepare a draft report detailing your gift & estate tax valuation.

The final step is you’ll review the report, where there’ll be an opportunity to discuss your valuation. We’ll then make the needed changes and finalize it.

The total process takes a maximum of 10 days.

Gift and estate tax valuations vary in cost depending on the speed and complexity of your assets. Please reach out to us for a free consultation to discuss costs.

Visit this link and fill out the form. Our team will reach out to you within 24 hours to setup a call. Alternatively, book a meeting with us directly by hitting the “Contact Us” button at the top of your screen.

The estate and gift tax is typically the responsibility of the donor, although in some cases the donee may pay it instead.
The estate and gift tax applies to any transfer of property, whether direct or indirect, where the recipient does not provide full consideration for money or money’s worth.

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