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Private Client

SRR provides comprehensive, independent valuation advisory services to owners of privately held companies to assist with their succession and general business planning.  These services include: 

  • Business valuation
  • Sale advisory and succession planning
  • Discount studies (FLP/LLC)
  • Tax controversy and expert testimony
  • Real estate appraisal
  • Forensic accounting
  • Complex illiquid financial instrument valuation
  • Fractional interest valuations
  • Restricted stock and blockage discount opinions
  • Preferred stock/interest valuations
  • Valuation of private equity and hedge fund interests
  • Buy-sell agreement consulting

In supporting value before the Internal Revenue Service, within litigation, or during consultations, our team of ASAs, CPAs, CFAs, CFEs, and MAIs provides fully documented valuation analyses and expert testimony for complex matters.