Valuations for Interests in Real Estate

As the baby boomers are reaching retirement age, a massive shift in wealth is taking place.  Family-owned real estate is often held by a pass-through entity such as a partnership, LLC, or “S” corporation. 

We will help you understand these entity structures and assist you in the planning for the transfer or sale of these interests to minimize the tax costs to the transferor and maximize the tax benefits to the next generation.

Our business valuation group members can analyze the interest being valued and prepare the reports that are needed to support the gift or sale value.