Sigma Valuation Consulting Inc.

Who We Are

Welcome to Sigma Valuation Consulting Inc., your trusted partner in estate and gift tax valuation and minority interest valuation services. Our team of seasoned professionals collaborates closely with each client’s advisors to deliver thoroughly documented and supportable valuations. At Sigma Valuation, we specialize in the valuation of businesses, real estate, life insurance policies, notes, and other assets for estate, gift, and income tax reporting. Our dedication to precision and adherence to regulatory guidelines ensures that our clients receive reports that stand up to scrutiny.

What We Do

At Sigma Valuation, we provide a comprehensive range of valuation services tailored to meet the unique needs of each client. Our offerings include:

• Whole or Minority Ownership Interests in Investment Holding Companies: Whether you’re dealing with a majority or minority stake, we provide accurate valuations that reflect the true worth of your interests.

• Whole or Minority Ownership Interests in Real Estate Holding Companies: Real estate assets require specialized knowledge to assess their fair market value accurately.

• Whole or Minority Ownership Interests in Closely Held Businesses: We understand the complexities involved in valuing privately held companies.

• Fractional Interests in Real Property: Our experts are adept at evaluating fractional ownership, ensuring fair and precise valuations.

• Hedge Fund & Private Equity Fund Management & Carried Interests: We offer specialized valuation services for complex financial instruments.

• Profit Interests: Our team provides detailed analyses to determine the value of profit interests accurately.

• Valuation for Estate Tax Litigation: When it comes to estate tax litigation, our valuations are robust and defensible.

• Litigation / Negotiation Support: We offer expert support during litigation and negotiation, ensuring our clients achieve favorable outcomes.

Our valuations meet the stringent guidelines established under Revenue Ruling 59-60 for gift and estate tax purposes. We use commonly accepted valuation methodologies based on reasonable, sustainable assumptions to ensure our reports are reliable and credible.

Why You Should Use Us

Choosing Sigma Valuation Consulting means opting for excellence and reliability. Here’s why you should consider us:

1. Expertise: Our professionals possess deep knowledge and extensive experience in various fields of valuation. This expertise allows us to provide accurate and supportable valuations that withstand scrutiny.

2. Thorough Documentation: We pride ourselves on delivering meticulously documented valuation reports. Our attention to detail ensures that every aspect of the valuation is transparent and well-supported.

3. Compliance and Accuracy: Our valuations adhere to established guidelines and standards, including Revenue Ruling 59-60. This compliance ensures that our reports are both accurate and defensible in tax-related matters.

4. Proven Track Record: Our work has been challenged under audit by the IRS and state taxing authorities, yet our reports consistently withstand these challenges with superb outcomes. The IRS itself has retained Sigma Valuation Consulting as an expert in Tax Court.

5. Client-Centric Approach: We work closely with each client’s advisors to tailor our services to their specific needs. This collaborative approach ensures that our clients receive the best possible outcomes.

What Can You Ask?

At Sigma Valuation Consulting, we encourage prospective clients to ask questions to better understand our services and how we can assist them. Here are some examples of questions you might ask:

• What is the process for valuing a minority interest in a closely held family limited partnership (FLP)?
• How does Sigma Valuation ensure compliance with Revenue Ruling 59-60 in its reports?
• Can you provide examples of cases where your valuations have successfully withstood IRS audits?
• What methodologies do you use for valuing real estate holding companies?
• How do you determine discounts for lack of control and marketability in minority interest valuations?
• What kind of support do you offer during estate tax litigation?
• How do you handle valuations for complex financial instruments like hedge fund management interests?

Feel free to reach out with any other questions or concerns you might have. We’re here to provide clarity and support every step of the way.

Thank you for considering Sigma Valuation Consulting Inc. for your valuation needs. We look forward to working with you!