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Sage Business Valuation provides independent valuations of:

  • Investment holding companies owning a variety of assets
  • Family limited partnerships
  • Limited liability companies
  • C and S corporations
  • Common and preferred stock in privately held operating companies
  • Restricted stock (Rule 144) in publicly traded companies
  • Stock options
  • Debt instruments
  • Undivided interests in real estate
  • Covenants not to compete
As tax valuation experts, we provide comprehensive reports designed to withstand IRS and judicial scrutiny. Our reports meet the IRS' Adequate Disclosure Regulation for gift tax. Sage has a thorough understanding IRS Revenue Rulings pertaining to tax valuations including: