Services
Valuation Review and Consulting
Appraisal reviews
Second opinions on valuations
Consulting expert work on litigation valuation matters
Independent third appraiser, arbitrator, or jointly retained appraiser roles for resolving disputed valuations
Valuation standards and standards of practice compliance
Rebuttal report review and preparation advice
Specialized Fiduciary Services
For fiduciaries facing conflicts or decisions outside their experience, VIA provides independent expert advice or temporary fiduciary duties concerning private business and intangible assets/intellectual property interests
Special trustee for specific transaction decisions
Interim board member for specific transaction decisions or ownership transition issues
Temporary trust protector for specific transaction decisions
Purposes and Types of Valuation and Specialty Fiduciary Issues
Federal income tax valuations (capital gains, charitable gifts, expatriation exit tax, worthless securities/abandonment deductions)
Federal transfer tax valuations (gift, estate, generation-skipping)
Disputes or litigation among trustees, other fiduciaries, or beneficiaries
Disputes among owners, pre-nuptial/post-nuptial/divorce, or litigation with third parties
Sale or periodic valuation review of business or intangible asset interests, including buy-sell or licensing agreements
Employee Stock Ownership Plan matters