Valuation Services for Businesses and Estates
The McClure Firm guides clients through every phase of the valuation process. We work hand in hand with the key players in your engagement — your attorneys, accountants, and estate planning professionals — so each report presents a complete, coordinated picture.
Valuing a business or an estate calls on a mix of disciplines, including accounting, finance, business management, law, and economics. Jeannie McClure draws on more than 25 years of experience applying these skills, which lets her quickly pick up industry-specific terminology and processes and develop a thorough grasp of the rules and regulations that shape each client's business and estate.
Deep Experience in Estate and Gift Tax
Our estate and gift tax professionals have extensive experience preparing business valuations for tax-related matters, including valuations of Family Limited Partnerships. These reports are often relied upon for estate planning, filing estate and gift tax returns, implementing buy-sell agreements, funding key-person insurance, and completing charitable gift transactions.
Our Clients
- Business owners who need an accurate valuation of their company
- Attorneys coordinating valuation work for legal matters
- Accountants and tax preparers managing estate and gift filings
- Estate planning professionals building long-term strategies
Whether you are preparing for an estate plan, filing a return, or coordinating a legal matter, The McClure Firm brings a coordinated, multidisciplinary approach to every valuation engagement. We work alongside your existing advisors so the final report reflects a complete picture of your business or estate.