Valuation of private company stock for donations

BVWireIssue #192-1
September 12, 2018

valuation methods & approaches
charitable contribution, mergers and acquisitions (M&A), valuation methods

Chris Mellen (Valuation Research Corp.) reports a marked increase in demand for valuations of shares of privately held companies before an M&A transaction in connection with a charitable gift. He’s written an article on wealthmanagement.com that discusses a strategy for donating stock pending a sale.
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