Cogent Valuation has performed hundreds of valuations for income and transfer tax purposes, including estate taxes, estate and gift tax planning, charitable contributions, buy/sell agreements, issuance of stock options, Subchapter S conversions, and other taxable transactions. These valuations have involved operating companies in virtually all industries, fractional interests in real estate holding companies, investment companies, derivative securities, and intellectual property rights of all types.
Cogent Valuation has developed a national reputation for its work with large, high profile estates, often involving multiple entities, tiered ownership, and complex contractual rights. This reputation is the result of insightful analysis, proprietary studies, and extreme care taken to properly document the analysis behind its opinions. Consequently, Cogent Valuation has had overwhelming success in supporting its opinions upon challenge by the Internal Revenue Service and other taxing authorities.
