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Limited Scope Valuation

This service is “limited” why?  To save the client time and money yet meet disclosure standards for government compliance under Revenue Ruling 59-60.

How is the service limited? By relying more heavily on W&A’s experience, knowledge and training. Limited Scope reports provide valuations for incentive stock options, gifting of family limited partnership (FLP) or Limited Liability Company (LLC) interest, buy/sell agreements, transaction planning and many other instances where the depth of a Full Scope Valuation is not required.

Services are priced from $5,000 for family limited partnerships and from $7,500 for operating businesses.

There are areas, however, where a Limited Scope is not recommended. Limited Scope is not recommended for financial reporting for matters like FSAS 141/142, complex estate tax returns (Form 706), litigation services or other instances where in-depth research, analysis, and report writing are required (see Full Scope Valuation service).

Limited Scope reports have been followed by government agencies: for example, the IRS and most recently Wandtke and Associates Limited Scope reports have been accepted for blockage discount transactions and significant business transactions and royalty negotiation and licensing agreements.

Nationally Recognized Authority Providing Valuation

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