Estate & Gift Tax

Colliers International Valuation & Advisory Services

Specializing In:

  • Construction
  • Hospitality
  • Vineyards
  • Agricultural / Agribusiness
  • Financial Institutions
  • Healthcare
  • Media, Sports, and Entertainment
  • Public Sector
  • Restaurants
  • Retail
  • Technology

Colliers Advantage:

  • On-Time Delivery
  • Unmatched Quality
  • Local Market Expertise
  • Internal MAI Review

Colliers International Valuation & Advisory Services (CIVAS) offers clients a full range of estate and gift tax valuation services to assist our clients in executing strategies to preserve businesses and other assets in their families for future generations.

With increased IRS scrutiny it is imperative that estate and gift tax valuations are diligently performed and thoroughly documented to ensure supportable conclusions.

Through strategic alliances developed over decades, CIVAS has the capabilities to address a broad spectrum of estate and gift tax issues such as:

  • Family Limited Partnerships
  • Pass-through entities (LLC)
  • Gifts, sales or redemptions of interests
  • Planning and assisting in the sale of a business
  • Valuation consulting with regards to buy/sell agreements in closely held businesses
  • Financial advisory and consulting
  • Expert testimony
  • Minority Interest discounts
  • Discounts for lack of marketability
Colliers International Valuation & Advisory Services

Notable Assignments

Our Professionals

As a full service advisory firm, we offer our clients a diverse team of professionals with world class skills in valuation, finance and economics.

Our estate and gift tax valuation services professionals are experienced in all facets of valuation and are skilled at providing expert testimony as required.

Our professionals are experienced in utilizing a variety of valuation standards inherent in most estate and gift tax valuation.