Whether it is determining the value of an estate for tax purposes, or valuing assets for estate planning or charitable giving, Weaver’s valuation professionals can handle even the most complex valuation issues related to closely held businesses, other illiquid assets, real estate or other tangible personal property, intellectual property or complex securities.
We are skilled at hard-to-value investments, including those in the real estate industry, and know how to allocate the value of underlying assets across complex capital structures. Weaver’s professionals collectively have decades of experience in applying well-documented and supportable shareholder-level discounts based on the specific rights and privileges of a subject interest. To help navigate changing tax laws and regulations, our team has the expertise to form defensible valuation positions by coordinating directly with Weaver’s best-in-class private client and business tax service professionals.
When valuing a closely held business, including its tangible and intangible assets, whether for rendering in a Form 706 or 709, for gifting or for estate administration, we understand the need to comply with relevant codes and to have significant experience in supporting applied discounts.
Business Entity Valuation
- Operating entities
- Holding companies/partnerships
- Family limited partnerships (FLPs)
- Limited liability companies (LLCs)
- S corporations (S Corps)
- Common/preferred/convertible debt/options & warrants
Fractional Business Interests
- Controlling interests
- Minority, non-controlling or non-voting interests
- Multi-tiered entity interests
- Undivided interests in real property
Real Estate Appraisals
Oil & Gas Valuations
Other Tax Situations:
- Charitable contributions (Form 8283)
- Grantor-retained annuity trusts (GRATs) or other trusts
- Buy-sell agreement analysis
- Notes receivable
- Owner compensation analysis
- Blockage discounts
- Net, net gift valuations
Please contact our Weaver Professionals if you have any questions regarding our trust and estate services:
Mike Hill (Houston)
Will Frazier (Dallas)
Curt Germany (Dallas)
Jennifer Krieger (Oklahoma City)
Sonia Desai (Austin)
Maria Tsennykh (New York)

Mike Hill
Partner, Valuation Services
Mike Hill, FASA, CPA, ABV, has 28 years of experience valuing business and intangible assets across a wide range of industries.…

Will Frazier
Managing Director, Valuation Services
William H. Frazier, ASA, has over 40 years of experience in valuation, investment banking, mergers and acquisitions, and…

Curt Germany
Partner-in-Charge, Valuation Services
Curt Germany, Jr., CVA, who was a managing director and member of the management committee at HSSK until its merger with Weaver…

Jennifer Krieger
Director, Financial Advisory Services
For almost a decade, Jennifer Krieger, CVA, has provided financial reporting, analysis and valuation for…

Sonia Desai
Partner, Forensics and Litigation Services
Sonia Desai, CPA, ABV, ASA, CBV, is a partner in the Forensics and Litigation Services and Valuation…

Maria Tsennykh
Managing Director, Forensics and Litigation Services
Maria Tsennykh, Ph.D., FCCA, has more than 15 years of experience in …