USE CASE

Defensible Valuations for Estate & Succession

Courts, attorneys, and the IRS require independent business valuations for equitable distribution in divorce, estate tax compliance, and succession planning. Owner estimates are not accepted.

The Scenario

A closely held business with no recent arms-length transactions needs an independent valuation for estate planning purposes. The business represents the majority of the estate value, and attorneys require a defensible, documented opinion of value.

How VEMLogic Helps

  • Independent opinion of value with full methodology documentation
  • Analysis suitable for review by opposing counsel and courts
  • Dual AI review ensuring consistency and defensibility of conclusions
  • Comprehensive risk factor analysis per Rev. Ruling 59-60
  • Multiple valuation approaches providing triangulated value conclusion
  • Professional report format accepted by estate planning attorneys

Key Metrics in Your Report

Fair market value

Discount for lack of marketability

Discount for lack of control

Asset values

Earnings capacity

Goodwill components

Essentials

$399.95

Business Value Summary · 3-5 business days

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Professional

$1,599

Calculation of Value Report · 1-3 business days (priority)

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VEMLogic provides Calculations of Value. Reports are not certified appraisals and do not constitute USPAP-compliant valuations.

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