Corporate Tax Planning

We provide comprehensive valuations for business and legal clients domestically and abroad.

FairValue Advisors has a broad range of experience in assisting clients with valuation needs for corporate tax planning, ranging from C to S conversion, asset v. equity transactions and establishing basis, to the tax implications resulting from the issuance of stock or stock options as compensation. For C to S conversions, our valuations are used to calculate the net unrealized built-in gain (“NUBIG”) in C to S conversation, to determining tax basis and estate tax.  

In the sale of a business, the form of transaction (equity sale v. asset sale) may also have a significant impact on the net proceeds received by the Seller due to the differences in tax implications.  We assist in providing valuations based on equity transactions, as well as the valuation of the aggregate assets based on an asset sale.

Meet Our Experts

Dan Cenatempo CVA, MAFF

888-212-0495 Ext. 101

Kevin Couillard ASA, CFA

888-212-0495 Ext. 102

Dan Gallogly CPA, CFF

888-212-0495 Ext. 106

Rich Goeldner ASA, CBA, CVA

888-212-0495 Ext. 103

Let's Work Together

Whether you are considering the sale of a business, accounting for acquisitions, developing an exit plan or have a legal dispute, FairValue Advisors has the resources and expertise to address your needs.

Planning Your Exit

With retirement on the horizon for many baby boomers, knowing when to retire and how much money you need is a hot topic for business owners. So, it’s no surprise that business succession and exit planning is “trending” in the legal and finance communities. Oftentimes, a business is an owner’s

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Business Value: Understanding & Reducing Risk

If you operate a business, you’ve invested the valuable resources of time and talent, and if you are a business owner, you have invested your hard-earned money. As both investor and investee, you should be doubly focused on increasing the value of your business and being a good steward of

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Rich Goeldner Joins the Value Examiner’s Review Board

The Value Examiner® is an independent, professional development journal dedicated to the exploration of value and its ramifications for consultants. It is the singular source of timely, technical, in-depth articles written for consultants by practitioners and academics at the top of their respective fields. The distinguished authors bring expertise acquired

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