Business Valuation Consultants in Bend, Redmond, Eugene, Medford Oregon
Capital Nomics is a leading provider of independent business valuations, serving clients throughout Central Oregon and beyond. Our team of experienced professionals is based in Bend, Oregon, and has in-depth knowledge of many industries. We have a track record of success, having completed business valuations for hundreds of companies in multiple states. Our valuation analysis and reports are widely used for the following purposes:
- Estate and gift tax purposes
- Marital dissolutions – valuation of marital business
- Mergers and acquisitions
- Shareholder buy-sell transactions. Family transactions
- Employee buy-outs
- Exit and Succession Planning services
- S-Corporation Elections. Built-in-Gains calculations
At Capital Nomics, we provide expert valuation services for estate and gift tax purposes, including S-Corporation elections. We specialize in valuing closely-held businesses such as corporations, family limited partnerships (FLPs), general and limited partnerships, and LLCs for tax reporting purposes, including gifts, estate taxes, charitable donations, and C-Corp to S-Corp conversions. We have the skills and credentials to value minority and majority interests in operating companies, taking into account marketability and control discounts where applicable.
Estate planning for high net-worth individuals often starts with an estate valuation project, and we can help advise CPAs and attorneys by establishing a baseline value for planning purposes. It’s important to know the value of your business for tax planning and preserving family wealth, especially with constantly changing estate planning exemptions from Congress.
If you’re considering a C-corporation to S-corporation conversion for tax purposes, a valuation is necessary to establish a tax basis for your corporate assets. This is important because the sale of corporate assets within five years of conversion may be subject to built-in gains tax at the corporate level tax rate. Built-in gain is the difference between the fair market value and adjusted tax basis of an asset as of the conversion date. We can assist with these calculations.
Our qualified appraisers are licensed CPAs and credentialed business valuators who meet IRS requirements and adhere to industry standards such as Revenue Ruling 59-60, USPAP, NACVA, and IRS valuation guidelines. We’re committed to delivering accurate and reliable results for all of your estate and gift tax valuation needs.
Other Uses for our Valuation Services:
- Goodwill impairment for GAAP purposes
- Purchase price allocation for transaction agreements
- Bankruptcy proceedings
- Corporate restructuring and re-organizations
- Fair value for financial reporting (GAAP)
- Economic damages litigation
- Intellectual property (IP) and intangible asset valuations
Capital Nomics is proud to serve clients in Bend, Redmond, Sisters, La Pine, Madras, Prineville, Ashland, Eugene, Medford, Willamette, Portland, Springfield, Tigard, Klamath Falls, Hood River, and beyond. Our comprehensive valuation services are designed to help businesses and individuals make informed decisions about their financial futures. Contact us today to learn more about our services and how we can help you achieve your goals.
