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Business Valuations
Here's how we can help:
When you need to know what a closely-held business is truly worth — and to defend that number to the IRS, a court, or a counterparty — the credentials behind the appraisal matter. Gatlin Tax, Ltd. provides independent business valuations for clients across the United States, prepared to recognized professional standards and delivered in clear, well-supported written reports.
Credentials behind your valuation: Carrol Gatlin is a licensed CPA who holds the AICPA's Accredited in Business Valuation (ABV) credential, the NACVA Certified Valuation Analyst (CVA) designation, and the Chartered Global Management Accountant (CGMA) designation, with a Master of Science in Taxation. Our valuations follow the AICPA's Statement on Standards for Valuation Services (SSVS / VS Section 100) and NACVA Professional Standards, and USPAP when an engagement requires it.
Who this is for: business owners, attorneys, and advisors who need a formal, defensible valuation for tax, transaction, litigation, or planning purposes — in any state.
When you need a business valuation
- Settling an estate that includes a business interest
- Gifting ownership to heirs or funding trusts
- Charitable gifts of business interests
- Buy/sell agreements and partner buyouts
- Mergers, acquisitions, sales, or new investment
- Shareholder disputes and litigation support
- Succession planning
Focus Areas
Federal Tax Valuation
Shareholder Dispute/Litigation
Shareholder Dispute/Litigation
Federal Tax Valuation
Valuations built to withstand IRS scrutiny for estate settlements, gifting, and income-tax transactions. Thorough documentation helps your reports move through review with fewer questions — saving you time and money.
Shareholder Dispute/Litigation
Shareholder Dispute/Litigation
Shareholder Dispute/Litigation
Shareholder Dispute & Litigation Support
When a disagreement involves the equity of a private business, owners and their attorneys turn to us for a credible appraisal. We support appraisal rights, dissenting-shareholder actions, minority oppression and squeeze-outs, breach-of-contract matters, and franchise terminations.
Corporate Valuation
Shareholder Dispute/Litigation
Corporate Valuation
Corporate Valuation
With more than 15 years of transaction experience, we provide corporate valuations for estate settlements, buy/sell agreements, leveraged and management buyouts, and merger, acquisition, and analysis work.
