Valuation plans that foster continuity.

When deciding the future of a closely-held business, it’s important to develop a valuation plan that fosters continuity and ease of transition to the next generation of owners. South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to better plan for the future, minimize taxes and maximize your family’s wealth. We’ll do our part to assist in preserving your life’s work.

We are consistently up-to-date with the latest revenue rulings and procedures, and court cases regarding tax valuation matters. Tax rules, regulations and compliance are constantly evolving. With South Park Advisors, you can be assured you’ll receive a professional business valuation that can withstand scrutiny and review.

Our Tax & Estate Offerings

All of our valuations adhere to professional standards established by the American Society of Appraisers and the Uniform Standards of Professional Appraisal Practice. A proper valuation will help form the foundation for the entire estate planning process. South Park Advisors can provide the following services for your business:

Gift Tax Reporting

Gifting of shares or interests in closely held corporations, limited liability companies or partnerships.

Estate Tax Reporting

Transfer of assets from the decedent to their beneficiaries and heirs.

Charitable Giving

Securities donated to charitable foundations and organizations.

IRC Section 409(a)

Stock options issued to employees as compensation.

IRC Section 280(g)

Non-competition and non-solicitation agreements of disqualified individuals.

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