Corporate Tax Planning

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.