Tax-driven valuations carry real consequences. Whether you are issuing equity, transferring ownership, or planning an estate, the value you report needs to be supportable, well-documented, and aligned with the relevant tax authority’s expectations.
Objective’s valuation professionals deliver rigorous, independent opinions of value for a full range of tax matters, grounded in accepted methodology and clear, audit-ready documentation that protects you and your advisors.
What You Receive
Independent fair-market-value opinions for setting option strike prices and supporting equity compensation.
Valuations of business interests and securities for gifting, estate planning, and compliance.
Qualified appraisals supporting the donation of closely held business interests and assets.
Valuations supporting intra-family transfers, recapitalizations, and succession planning.
Built-in-gains and entity-conversion valuations that anticipate IRS review.
Defensible discounts for lack of control and marketability, supported by empirical data.
Dig Deeper
Valuations that bring clarity to the worth of business units, assets, and liabilities through mergers, acquisitions, and spin-offs.
Learn more →Fast, flexible, and fair IRC 409A business valuations customized to reflect your company's specific circumstances.
Learn more →Estate and gift valuations that go beyond tax compliance to support wealth preservation and strategic giving.
Learn more →Objective Fair Market Value determinations for the moments when accuracy is paramount — from M&A to tax assessments and estate planning.
Learn more →Specialized valuations that uncover the true value of patents, trademarks, and other intellectual property for tax strategy.
Learn more →When You Need It
You are granting options or equity and need a current, defensible strike price.
You are gifting, selling, or transitioning interests and need a supportable value.
You and your advisors are planning an estate and need valuations that hold up.
Professional Standards