Business Valuation Services

Edison business valuation services

Urbach & Avraham, CPAs offers business valuation services for estates, trusts and guardianships. Fiduciaries need business interests valued for estate tax returns, the sale of a business, and to establish basis for distribution to beneficiaries. We also provide valuations for gift tax returns, shareholder dispute, buy-sell agreements and probate disputes. No matter what the reason, we can interpret your financial data and deliver conclusions that best represent the present state of your business.

Jeffrey Urbach is an award winning nationally recognized lecturer on business valuations. He teaches business valuations and litigation support for the National Association of Certified Valuation Analysts (NACVA). Jeff’s credentials also meet the stringent requirements to be an IRS Qualified Appraiser for estate and gift valuations. Steven Citron, our Tax Manager, is also an ABV (Accredited in Business Valuations). Jeff, Steven, and staff have valued a wide variety of businesses, professional practices, and Family Limited Partnerships.

When necessary, we provide expert deposition and testimony services. Jeff has been qualified in New Jersey Courts as an expert in valuation and related matters. He has received court appointments to act as a Fiscal Agent, Receiver, and neutral forensic and valuation expert in commercial, probate and divorce matters.

Our Edison, NJ CPA firm will tailor the scope of your business valuation engagement to your needs, time frame, and budget. Call us today at 732-777-1158 to learn more or request a free consultation online and we'll contact you to set up an appointment.

Business valuation for estates, trusts, and guardianships:

  • Estate and gift tax returns
  • Litigation support
  • Estate and probate complaints
  • Shareholder disputes
  • Estate planning and business succession
  • Buy-sell agreements
  • Tax planning purposes