Services

Estate and Gift Tax Valuation

You will find that RMBV’s opinions to be well-reasoned and well-documented providing critical support for any potential challenge. At the same time, the consequence of our thorough, well-documented work-product has resulted in acceptance by the IRS and state and local taxing authorities an overwhelming majority of the time. And too, we work closely with your entire tax planning team – lawyers, accountants, financial planners – as further assurance that you are receiving only the best in professional services.

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Financial Reporting

RMBV has broad experience preparing financial reporting valuation reports for public companies, private equity firms, start-up enterprises, and other closely-held businesses. Along with our broad experience, and solid understanding of financial reporting issues, we will prepare a thorough analysis that will minimize audit review surprises and SEC challenges that might otherwise cause later financial restatements. RMBV provides independent, well supported valuations, while meeting your possibly stringent time requirements.

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Advisory

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