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Succession & Shareholder Planning

SRR provides advisory services to trust & estate attorneys, high-net worth individuals, family offices, trustees, tax accountants, and asset managers. 

We have extensive expertise in the valuation of businesses and/or their underlying real estate and machinery & equipment assets for many purposes including:

  • Valuations for estate and gift tax purposes
  • C to S conversions
  • Buy-sell agreement consulting
  • Assessments of strategic options
  • Phantom stock plans
  • Stock redemptions/buybacks/option
  • Real estate appraisals

SRR has a unique multi-disciplinary composition that includes valuation professionals (both business and real estate), investment bankers, and forensic accountants.

We are well versed in understanding the potential conflicts between corporate and shareholder objectives as well as the unique needs of family owners.