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Business Valuation for Estate Planning:
IRS-Compliant Estate Business Appraisals

Planning or Settling
an Estate?

Need a business valuation for estate planning or estate settlement? Get a clear, IRS-compliant business appraisal for tax, legal, and financial purposes.

Estate Planning & IRS-Compliant Business Valuations

IRS-Compliant

Planning your estate—or settling a loved one’s—often requires knowing the true value of a business. Whether you are working with a CPA, attorney, or estate administrator, a business valuation for estate planning ensures everything is handled correctly and fairly.

 

At Business Valuation Solutions, I provide detailed, IRS-compliant business valuation reports that meet estate tax and legal documentation requirements. From gifting strategies and long-term planning to estate settlement and probate, I help simplify the process with clear, well-supported reports.

 

My estate business valuation appraisals are trusted by financial advisors, estate planners, and legal professionals for one reason: I get it right the first time—accurate, defensible, and ready for review.

 

Schedule a Free Consultation to get started with an estate business valuation you can count on...

Copyright © 2015-2025 by Business Valuation Solutions - Monterey County

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Private Client Services of California, LLC

d.b.a Business Valuation Solutions

199 - 17th Street,  Suite D

Pacific Grove, CA  93950

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888-335-2253

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Business Valuation, Consulting, Private Equity (PE) Consultant, and Expert Witness Testimony

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