Closely Held Companies

The need for valuation of closely held stock arises for a variety of reasons. Sale of the stock, diversification into more liquid investments, potential estate tax analysis, marital or corporate dissolutions, buy-sell agreements, employee stock option plans, recapitalizations and succession planning all require the fair market value of closely held stock to be determined.

The valuation of closely held business interests has become increasingly complex due to recent tax law changes and court decisions. MHP analysts stay current with these changes in order to conform to tax regulatory requirements and court precedents while providing our clients with exceptional service.  Having prepared valuations for companies of every size and in most every industry, MHP has achieved a reputation for providing clients with prompt service of the highest quality.