Hundreds of businesses in a wide array of industries have benefited from the outstanding business valuation services we offer at KFMR. Our reputation for professional excellence comes from not only the proven theories and methods we utilize to establish business value, but more importantly, from the skills and experience we have gained in determining what drives business value.
 
Our formal valuation reports provide insight beyond the hard numbers of the financials. We also seek to identify and explain the contributors to the value, and further structure the information to properly minimize tax liability.
 
As an independent third party, we uphold stringent standards and ethics. Our premise is to furnish objective valuation reports that help you achieve your goals.

Estate and Gift Tax Considerations
Attorneys, financial planners and trust departments turn to KFMR for issues concerning estate and gift taxes, succession planning, or charitable contributions in order to minimize tax liability. Our objective and comprehensive valuation reports strictly adhere to IRS regulations and standards, and address current case law.

• Estate Tax Compliance
• Succession Planning
• Family Limited Partnerships

Mergers and Acquisitions
Our valuation approach, financial knowledge, and experience facilitates educated merger and acquisition decisions. We evaluate every alternative, and discuss the implications of each option, to best meet the client’s objectives. For buyers, sellers, or their agents, KFMR takes great care to ensure a smooth, successful transaction. 

• Financing
• Purchase/Sale of Business
• Fairness Opinions

Litigation Support
KFMR works closely with legal counsel regarding litigious situations that merit business valuations. Whether the situations involve divorce, shareholder disputes, or insurance claims, proper business valuations are critical to the outcome. With KFMR’s accredited and knowledgeable staff, you’ll receive expert, credible analysis and testimony. 

• Expert Witness
• Divorce
• Insurance Claims
• Business Disruption

Management Support
Because of today’s highly competitive and intense business climate, business owners turn to KFMR to provide creative alternatives to enhance their financial position. Our valuation studies and consultation are useful in developing business plans, determining executive compensation, and maximizing shareholder wealth.

• Market/Industry Research
• Compensation Studies
• Strategic Planning