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Establishing the value of business or personal assets is not easy. But business owners, individuals establishing tax liabilities or managing estates, and stakeholders involved in the dissolution of a marriage may quickly come to realize they can benefit from the assistance of financial professionals who have a thorough understanding of the valuation process.
In-depth research and analysis are often required to get to the heart of complex financial matters, which is where Gelman, Rosenberg & Freedman comes in. Our expert services include determining the value of business or marital assets, assisting in the resolution of shareholder disputes as they pertain to property and financial assets, calculating partners’ ownership interest in buy-sell agreements and determining estate tax liabilities.
Our valuation services may be useful for:
- Estate and gift tax liability evaluations
- Marital dissolution
- Financial planning
- Stock valuations
- Mergers and acquisitions
- Gifting to charitable organizations
- Shareholder and partner dissolution
- Options, warrants and related securities
- Private debt instruments
- Determining loan and insurable values
- Employee stock ownership plans
- Retirement planning
Our professionals also recognize that valuations are often one of a set of services required by independent counsel and clients. Gelman, Rosenberg & Freedman provides litigation support when analysis, damage assessment, asset tracing, forensic accounting and witness testimony are required.
When you need experience in this complicated arena, consider Gelman, Rosenberg & Freedman, whose certified professionals have earned a reputation for delivering objective and credible results for more than 15 years. Our professionals hold accreditations in business valuation and certified valuation analyst designation.
For the past 12 years, the accounting firm of Gelman, Rosenberg & Freedman has consistently provided the Chesapeake Bay Foundation (CBF) with superior services. The Gelman, Rosenberg and Freedman team, led by partner Terri McKnight, is knowledgeable about the nuances of the nonprofit industry, as well as attentive and thorough in their responses to any questions and concerns.
Fay Nance | Chief Financial Officer
Chesapeake Bay Foundation