Provided valuation for estate tax purposes

Provided valuation for estate tax purposes

Jerry and his team were hired to provide a valuation related to the estate of an owner of the greatest sports deal of all time. As part of the work, they analyzed the tax impact of certain transactions and the taxes on certain cash flows.

Work performed:

  • Reviewed the documents related to the buyout of the owner’s/estate’s rights
  • Analyzed the cash flows anticipated from the rights received in the buyout, discussed ongoing tax audits, and advised on potential outcomes and the impact on the seller’s cash position
  • Calculated after-tax proceeds as an integral part of the solvency opinion

Note: This work was performed prior to joining Stout.