Guiding families through the intricacies of business and securities valuation

Houlihan Lokey has one of the largest and most established business and securities valuation practices of any firm worldwide. We have provided education, guidance and valuation services to a deep roster of clients, including Forbes 400 families and top U.S. tax attorneys.

Our estate and gift tax valuation team provides the following services:

  • Valuations of interests in closely held businesses or other securities
  • Discount studies for partnerships or other estate planning vehicles
  • Consulting services to enhance the design of securities for gifting or estate planning
  • Litigation support and expert witness testimony for IRS appeals or tax court matters

Estate & Gift Tax Valuations Contact