Special Services | Partial Interest Valuation
Karen Wyndelts of our firm holds the MAI and CPA designations and an MBA (finance & real estate) from The University of Texas. She can help you answer questions such as:
- Would you prefer to own 100 percent of a company that is worth $1,000,000 or would you prefer to own 25 percent of a company that is worth $4,000,000?
- To whom would you sell 25 percent of a privately held company?
- How do you feel about the lack of control as a result of owning only 25 percent of the company?
- The fact is that control and marketability are valuable.
Let's suppose that you do own 25 percent of a $4,000,000 (equity) company and you want to transfer it to the next generation.
Do you make a $1,000,000 gift and pay the gift tax on the $1,000,000, OR do you give us a call and let us support a lower value? We perform this service for numerous law firms, accounting firms and financial planners through out the United States.
To learn more about this key area of finance, please give us a call or send an email to .