Trust & Estate Valuation

The depth and breadth needed for the most complex valuations when it matters most.

The complexities that arise during the succession planning and estate tax reporting process can make it challenging to get a valuation right. And, with IRS scrutiny of estate and gift-tax valuations, the consequences of missing the mark can be severe.

Stout is the largest valuation firm in the country focused on trust and estate valuations. Built on a proven track record of developing well-documented and supported analyses and reports, our valuations have withstood intense scrutiny at all levels for more than 35 years.

It’s why we’re known as the premier valuation group in the United States and why the wealthiest families in the country have selected us for their most significant estate planning transactions, complex valuation issues, and challenging tax disputes.

Who We Serve

Trust and estate attorneys
High-net-worth individuals
Family offices
Trustees
Tax accountants
Asset managers

What We Do

Our accredited team provides fully documented valuation analyses and expert testimony for complex matters, including:

Valuation of closely held businesses
Family Limited Partnership (FLP) / Limited Liability Company (LLC) valuation discount studies
Valuation of private equity and hedge fund interests
Complex security valuation, including carried interest valuation
Preferred stock valuation
Restricted stock and blockage discount opinions
Promissory note valuation
Valuation of private split-dollar insurance receivables
Valuation of undivided interests in real estate and personal property
Real estate appraisal
Valuation of intellectual property
Tax controversy consulting and expert testimony

Why Stout

Our team of accredited professionals has:

Extensive experience in the valuation of businesses, real property, personal property, intellectual property, and complex securities
Expertise across multiple geographic regions, industries, and disciplines
Consulted on emerging valuation issues affecting high-net-worth individuals and closely held business owners
Access to real-world market information from Stout’s investment banking professionals, and access to our dispute consulting and forensic services professionals when complex litigation matters arise
Been recognized nationally for expertise in the valuation of C corporations, S corporations, FLPs/LLC, and the quantification of valuation discounts for lack of control and lack of marketability
Developed ground-breaking valuation models that are used throughout the industry
Produced the Stout Restricted Stock Study, the most comprehensive database of fully vetted and rigorously screened Rule 144 transactions ever developed with more than 775 private placements transactions of unregistered common stock issued by public companies occurring since 1980