Valuation & Estate
Sale prep and fiduciary files counsel can use.
Business valuation
- Fair market value analysis
- Buy-sell and partner exits
- Numbers that hold in negotiation
Sale preparation
- Clean books
- Inventory valuation for diligence
- Separate personal vs business spend
- Buyer package
Estate & fiduciary
- Succession and estate files
- Basis and Form 1041 support
- Valuations counsel can attach
Tax & transition
- Sale tax planning
- Retirement timing
- Entity cleanup before close
Whether you are selling, buying out a partner, or building a file for counsel — the work is the same: clear numbers, clean books, and documents that hold up. Contact us when you need a valuation or estate package that is ready to hand over.
Schedule with Theresa · Recent engagements
This calendar is linked to Theresa’s schedule. Times are shown in New York time (Eastern).
Small list. Flat rate. Living file.
Part of Vantage Point Enterprises, Ltd.
Enterprises · Firearms · Organic
Part of Vantage Point Enterprises, Ltd.
Enterprises · Firearms · Organic