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.