2055, Limestone RD STE 200-C, Wilmington DE 19808
+91-9097572443
info@txncapitalllc.com
Saurobh Barick
Saurobh Barick
9:00 am - 6:00 pmGift, Tax & IT Compliance Valuation
At Transaction Capital LLC, we recognize the critical importance of Certified Business Valuations, particularly in the context of financial reporting and compliance with IRS standards. Our team is comprised of highly qualified professionals who hold esteemed certifications, including Accredited Senior Appraiser (ASA), Accredited in Business Valuation (ABV), and Certified Valuation Analyst (CVA). This expertise ensures that our valuations meet the rigorous requirements set forth by regulatory bodies.
We specialize in delivering valuations that comply with IRS guidelines, ensuring your business adheres to all necessary standards for financial reporting. OurValuation services provide an independent assessment of your company’s Fair Market Value (FMV), crucial for establishing compliant strike prices for equity compensation. Our thorough approach helps clients avoid potential tax penalties, safeguarding both the organization and its employees.
In addition to 409A valuations, we offer a comprehensive range of services tailored to meet various financial reporting needs, including:
SBA 7(a) Valuation
Aligning with SBA operating procedures to support loan guarantees and underwriting.
ASC 805 & ASC 820 Valuations
Ensuring compliance with accounting standards for business combinations and fair value measurements.
Estate & Gift Tax Valuation
Delivering IRS-compliant valuations that adhere to Revenue Ruling 59-60, supporting estate planning and gifting strategies.
Complex Valuation
Addressing intricate valuation scenarios that require specialized knowledge and analysis.
ESOP Valuation
Providing accurate valuations for Employee Stock Ownership Plans to ensure compliance and fair treatment for participants.
Financial Reporting Valuation
Comprehensive services designed to meet the financial reporting requirements of your organization.
Our reputation is built on delivering high-quality, accurate, and timely valuations, underpinned by meticulous analysis and documentation. With hundreds of USPAP-compliant reports to our name, Transaction Capital LLC is committed to providing our clients with the assurance that their valuations meet all necessary compliance standards.
Gift, Tax & IT Compliance Valuation FAQ
Factors such as minority interest, lack of marketability, ownership concentration, and capital gains tax liabilities significantly affect business valuations.
Certified business valuation is vital for accurately determining the fair market value of business interests for estate and gift tax filings, ensuring IRS compliance and minimizing audit and tax liability risks. Transaction Capital LLC, a top business valuer, offers USPAP-compliant valuations backed by ASA, CVA, and ABV certifications. Our expert team uses income, market, and asset-based approaches to provide well-documented, IRS-compliant valuations, reducing risks and supporting effective estate and transfer tax planning.
Transaction Capital LLC specializes in complex estate and gift tax valuations, including minority interests and applying discounts for lack of control and marketability. Our certified valuations, conducted by ASA, ABV, and CVA professionals, ensure reliable results and compliance with IRS regulations.
Transaction Capital LLC’s certified business valuations help business owners with wealth transfer and succession planning by determining the accurate value of assets for gifting or inheritance, ensuring compliance with IRS standards and minimizing tax liabilities.