You don’t just need a valuation. You need a report that can stand up in court, support your legal strategy, and help resolve issues before they escalate.
AMP delivers clear, defensible valuations for attorneys handling mergers and acquisitions (M&A), divorce, estate planning, and business disputes.
We bring expert credentials, hands-on experience, and a grounded, professional tone that supports your case without adding complexity.
AMP prepares reports aligned with Rev. Rul. 59-60, backed by empirical support for discounts, and structured to withstand IRS examination. We have specialized expertise in Family Limited Partnerships, where layered ownership and restrictions require careful documentation.
We provide fair market valuations that clarify business value and support smoother negotiations.
We offer neutral, independent valuations that help reduce friction and move divorce cases forward with clarity.
When partnerships break down or shareholders exit, a third-party valuation helps reduce tension and establish fairness.
All reports are prepared by a credentialed business appraiser. Our team holds multiple valuation credentials, displaying our commitment to maintaining the highest standards and rigor in the valuation field: Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV), and Master Analyst in Financial Forensics (MAFF). These credentials strengthen our credibility in litigation and dispute resolution settings.
We follow established valuation theory, cite relevant comps, case law, and support every conclusion with reliable documentation.
Reports are written to support resolution, not escalate the conflict. We avoid inflated values and loaded conclusions.
From marital separation to corporate disputes, we understand how to navigate high-stakes situations with professionalism and care.
Our lean organizational structure combined with fixed fee pricing enables us to fit within client budgets, ensuring they receive the support they need.
Whether you’re preparing for trial or planning a trust, your client needs a valuation you can trust. These resources are tailored to the legal side of valuation and help you avoid costly mistakes before they impact the case.
A qualified appraisal is a valuation prepared by a qualified appraiser that meets recognized standards and disclosure requirements. In estate and gift filings, this reduces the risk of challenge and supports adequate disclosure.
Fair Market Value is the governing standard in federal estate and gift cases. Using other standards can invite scrutiny and mispricing.
With empirical data (restricted stock and other studies), company-specific factors (governance, distributions, exit options), and relevant case discussions. This is especially important in Family Limited Partnerships (FLPs), where ownership restrictions and minority interests often justify discounts. Our reports tie discount selection to both data and fact patterns.
Early. Early engagement aligns entity agreements, timing (date of death vs. alternative dates), and available documentation to reduce rework and risk.
They’re written for scrutiny. We present sources, assumptions, alternatives considered, and sensitivity checks, enabling counsel to defend positions confidently.
Entity documents, historical financials and distributions, capitalization details, shareholder/partner agreements, and any prior appraisals or transactions.
Yes. We frequently assist counsel with summary decks, schedules, and testimony preparation so the work product is understandable and defensible.
Scope-dependent, but we align to filing deadlines and court schedules. We’ll set milestones up front and communicate status at each step.
Adequate disclosure refers to providing sufficient detail in a return (including appraisal, methodology, and assumptions) to start the statute of limitations. Without it, the IRS can reopen cases years later. FLPs are often subject to heightened IRS investigation, so disclosure of partnership agreements, restrictions, and ownership breakdowns is critical. AMP ensures every valuation engagement meets adequate disclosure standards so attorneys and clients have finality.
A qualified appraiser is someone who has earned recognized credentials, regularly performs valuations, and meets specific IRS requirements. At AMP, every appraiser assigned to estate and gift matters has the credentials and experience to be recognized in this capacity.
Yes. Overstating or understating value without a reasonable basis can result in penalties under IRC §6662. Attorneys mitigate risk by using appraisers whose work meets professional and IRS standards. AMP’s defensible, transparent methodology provides that safeguard.
It depends on circumstances. Material changes (such as new financials, transactions, or market shifts) often warrant a refresh. For ongoing gifting programs, annual or biannual valuations are common to maintain defensibility.
Valuations provide the baseline for distributing business and non-business assets fairly. Without accurate numbers, heirs may perceive inequity, which can increase litigation risk. Attorneys rely on accurate FMV appraisals to prevent disputes.
While comprehensive valuations usually take weeks, AMP provides triaged “preliminary analyses” in urgent matters to help attorneys set expectations and meet deadlines, followed by a finalized report.
FLPs typically involve minority ownership interests, transfer restrictions, and complex ownership structures across family members. These factors create opportunities for discounts but also invite heightened IRS attention, making specialized valuation expertise essential.
Because FLPs are often used as estate planning vehicles for wealthy families, the IRS closely examines whether discounts are overstated. Reports must carefully document restrictions, distribution history, and marketability assumptions to be defensible.
We’ve supported attorneys in estate planning, family law, M&A, and corporate litigation. Our reports are built to clarify value and support legal strategy with professionalism and precision.
