CHICAGO OFFICE: 321 North Clark Street, 5th Floor, Chicago, IL

PHONE: 312.445.6248

RALEIGH-DURHAM OFFICE: 1000 Centre Green Way, Suite 200, Cary, NC

PHONE: 919.228.6325

Tax Planning & Compliance – Corporate & Individual

Sample List of Prior Engagements:

Estate and Gift Tax

  • Valuation of a non-voting, non-marketable, non-controlling interest in a multi-billion dollar equipment supplier to the heavy truck industry, for estate planning purposes.
  • Discount study for a minority, non-marketable member’s interest in a real estate holding company for federal gift tax purposes. 
  • Valuation of an estate comprised of publishing-related assets for federal estate tax purposes. Subject assets valued included: copyrights, licensing agreements, and future royalty payments.

Corporate and Other Tax

  • Valuation for tax purposes of a healthcare services firm in connection with a buyout transaction by a large private university/medical school/healthcare provider.


*Client names have been withheld as FV & FMV Valuation maintains strict standards of client confidentiality. FV &  FMV Valuation does not release the names of our clients or other client information, unless required by regulatory  authorities or as authorized or requested by the subject client.

Chicago Office

321 North Clark Street, 5th Floor
Chicago, Illinois 60654
Phone: 312.445.6248 email: hr@fvfmv.com

Raleigh-Durham Office

1000 Centre Green Way, Suite 200
Cary, NC 27513
Phone: 919.228.6325 email: hr@fvfmv.com

phone: 312.445.6248

phone: 919.228.6325