top of page

FLP Valuations

Although a sub-section of the estate and tax panning spectrum, the valuation of Family Limited Partnerships and Limited Liability Companies taxed as partnerships IS unique. 
 
With FLP valuations, a thorough understanding of the:

⦁    Provisions in the FLP agreement,
⦁    The rights and preferences as well as the restrictions and limitations associated with the interest being valued, and 
⦁     Various court case and revenue rulings , for proper quantification and justification of appropriate valuation adjustments
 
Omega Valuations understands these issues and uses a combination of extensive experience, empirical research, best practices and industry accepted databases to quantify its valuation discounts.

 

bottom of page