Ag Field Services Company
Valued an agricultural field services company for a buyer
Agricultural Group
Provided valuation services to a diversified multi-entity agricultural group for a Form 706 estate tax filing (Form 706).
Almond Farming Operation
Valued an almond farming operation
Automobile Dealership
Valued a minority interest in an automobile dealership for estate and gift tax planning.
Civil Engineering Company
Valued a civil engineering company for partial sale to management
Construction Company
Valued a minority interest in a commercial construction company for estate and gift tax planning.
Coworking Leasing Company
Valued a coworking leasing company
Craft Brewer
Valued a regional craft brewery with multiple locations for transaction purposes.
Dairy Farming
Valued dairy farming operations for gift tax purposes.
Electrical Contractor
Valued a specialized electrical contracting business for management buyout purposes.
Engineering Company
Valuation of the company for the purposes of selling to employees.
Farming Company
A 706 estate valuation of farming operations and land owning property companies for tax compliance.
HVAC Services Company
Valued an HVAC servicing company
Industrial Property Holdings
Valued an industrial property holding company for gift tax purposes (discount study)
Industrial Services Company
Valued a machining, fabrication, equipment repair and field services company for transaction purposes
Investment Holding Company
Valued a minority interest in a diversified investment holding company for estate and gift tax planning.
IT/Telecom Services
Valued an IT and telecom specialist serving school districts
Large Farming Concern
Valued a major diversified farming operation in the Central Valley for gifting purposesAg Field Services Company
Valued an agricultural field services company for a buyerAgricultural Group
Provided valuation services to a diversified multi-entity agricultural group for a Form 706 estate tax filing (Form 706).Almond Farming Operation
Valued an almond farming operationAutomobile Dealership
Valued a minority interest in an automobile dealership for estate and gift tax planning.Civil Engineering Company
Valued a civil engineering company for partial sale to managementConstruction Company
Valued a minority interest in a commercial construction company for estate and gift tax planning.Coworking Leasing Company
Valued a coworking leasing companyCraft Brewer
Valued a regional craft brewery with multiple locations for transaction purposes.Dairy Farming
Valued dairy farming operations for gift tax purposes.Electrical Contractor
Valued a specialized electrical contracting business for management buyout purposes.Engineering Company
Valuation of the company for the purposes of selling to employees.Farming Company
A 706 estate valuation of farming operations and land owning property companies for tax compliance.HVAC Services Company
Valued an HVAC servicing companyIndustrial Property Holdings
Valued an industrial property holding company for gift tax purposes (discount study)Industrial Services Company
Valued a machining, fabrication, equipment repair and field services company for transaction purposesInvestment Holding Company
Valued a minority interest in a diversified investment holding company for estate and gift tax planning.IT/Telecom Services
Valued an IT and telecom specialist serving school districtsLarge Farming Concern
Valued a major diversified farming operation in the Central Valley for gifting purposes
