Contact Us

303.494.1664

 

Valuations For Wealth Transfer Planning

Start planning today to preserve wealth and take care of the important people in your life.

Start Planning Wealth Transfer Today

When it comes to transferring wealth, it’s better to start planning sooner rather than later. Effective wealth transfer planning can limit family conflicts, help you preserve wealth, reduce estate costs, and reduce taxes. Plus, addressing your estate plan now puts you in a position to monitor its progress while you are living and make adjustments as circumstances change.

Valuations: How Quist Can Help

When you begin to think about transferring wealth, valuation will be one of your top priorities. By working with Quist, you can get accurate and defensible valuations. We have decades of experience providing family business valuations for gift and estate tax purposes, so you can be confident that our valuations and guidance stand up to scrutiny and support long-term legacy goals.

Expert Analysis & Guidance

100% Success Rate Defending<br /> Valuations to IRS

Decades of Valuation Experience

Unique Insights To Preserve Wealth

40+
YEARS IN BUSINESS
10,000
VALUATIONS PROVIDED
25+
INDUSTRY SECTORS SERVED

Start Planning Today

Work with Quist to support tax planning for family wealth transfers and ensure the important people in your life are taken care of now and in the future.

SCHEDULE A CALL

Wealth Transfer Resources

Blog

What Is Happening with the Estate Tax Exemption in 2025?

As we look ahead, the federal estate tax exemption, currently allowing individuals to transfer up to $13.61 million tax-free with a top tax rate of 40% on any excess, is expected to remain for the next four years. This stability offers a unique opportunity for...

January 9, 2025

Blog

Creating a Wealth Transfer Plan for You and Your Heirs: Why Certified Valuations Are Key

As the future of tax laws remains uncertain, creating a comprehensive wealth transfer plan is more important than ever. With potential changes to the federal estate tax set to take effect at the end of 2025, failing to prepare could expose your estate—and your heirs—to...

October 22, 2024

Blog

2022 Colorado State of Owner Readiness™ Survey

Quist helped sponsor the 2022 Colorado State of Owner Readiness™ survey, in partnership with the State of Colorado, the Exit Planning Institute, and other strategic partners.This research had been conducted in over 11 markets across the country, but this was the first time a state-wide...

March 1, 2022

Blog

Popular Estate and Gift Tax Planning Techniques – Are They Doomed?

In response to instructions under the budget resolution passed by the U.S. House of Representatives, Ways and Means Committee Chairman Richard Neal offered an amendment on September 13 that includes several tax changes in the area of estates, gifts, and trusts.  The two most relevant...

October 8, 2021

Blog

Best Practices: Discounts for Lack of Marketability (DLOM)

Discounts for lack of marketability (DLOMs) have frequently been the subject of controversy in valuations. The reason: applying a DLOM – an amount or percentage deducted from the value of an ownership interest to reflect the relative absence of marketability – can result in significant...

September 24, 2021

Blog

Personal and Estate Planning – Use a Legacy Expert!

This is the second of a two part series on Personal and Estate planning, emphasizing what’s important to consider right now.  As you probably know, now is THE time to consider transferring assets out of the estate due to lower valuations. As you work with...

May 1, 2020

Blog

Managing Change in Personal and Estate Planning

This is the first of a two part series on Personal and Estate planning. With the COVID-19 uncertainty, now is the time to take a very close look at current estate and personal plans, as both a checkup measure and to also potentially take advantage...

April 17, 2020

Blog

Tax Reform and Value: What business owners need to know.

Is your business worth more – or less – in 2018? Now that the Tax Cut and Jobs Act is law, what now? Because these rules affect the value of your business, every business owner needs to be aware of these important changes. Overall, companies...

February 1, 2018

Blog

How to Defend Against IRS Valuation Audits

Tax season is quickly approaching, and fear of an audit may be on the minds of some of your clients. While most IRS audits are unlikely (1 in 100), clients filing valuations with estate tax returns are very likely. “This is the I.R.S.’s last whack...

August 22, 2017

Blog

Death and Taxes vs. Preserving Wealth – The Final Exit Planning Contest

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on. The ideal Exit Plan (one that provides the business exit you desire) includes a strategy to help you...

April 14, 2016

Blog

Industry Update: IRS publishes an internal document that reveals the agency’s most current thinking on the valuation of S Corps

The IRS S corp Job Aid says in the introductory section: [A]bsent a compelling showing that unrelated parties dealing at arm’s-length would reduce the projected cash flows by a hypothetical entity level tax, no entity level tax should be applied in determining the cash flows...

September 3, 2015

Blog

Understanding Advantages of Alternative Valuation Methods for Holding Companies

When valuing interests in holding companies, appraisers typically incorporate the asset-based approach. The asset-based approach considers the value of the subject company’s assets and liabilities in order to arrive at the value of equity. The net asset value (“NAV”) method is one method under the...

September 3, 2015

Frequently Asked Questions

Why is a wealth transfer plan important for family business owners?

A well‑crafted wealth transfer plan helps ensure that ownership and assets move to the next generation in a tax‑efficient way. It provides clarity around gift tax valuation and estate tax valuation, reduces uncertainty during transitions, and preserves family harmony by aligning everyone around a fair and defensible valuation.

How does a legacy valuation factor into tax planning for family wealth transfers?

“Legacy valuation” identifies the true economic value of your business or assets before they are gifted or inherited. This valuation is a key input for tax planning because it determines the starting point for gift tax and estate tax calculations, helping you minimize tax exposure while preserving more wealth for your heirs.

When should a family business valuation be done for wealth transfer purposes?

A family business valuation should be done early in the planning process, not just at the moment of transfer. Starting sooner gives you time to address value drivers, correct any issues that could reduce value, and develop a thoughtful strategy that aligns your tax planning goals with the long‑term health of the business.

Get Ready For Your Exit

Learn more about the types of valuation you’ll need throughout your owner journey, from discovery to exit.