GW Legacy Advisors

Accurate Valuations for Your Business and Estate Needs

When it comes to determining the true value of a business or estate, precision and expertise are crucial. We offer comprehensive estate and business valuation services tailored to meet your specific needs. Whether you're looking to assess the value of your business for sale, succession planning, or estate distribution, our certified professionals provide reliable, accurate valuations that guide your most important decisions. Need more info?

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Key Areas of Valuation We Specialize In


Our team of experts is highly experienced in valuing a wide range of business assets, ensuring you receive the insights needed for successful financial planning. Some of the key areas we specialize in include:

Business Ownership Interests

We assess the value of common stock (voting and non-voting), preferred stock, and stock options, providing insights into the ownership structure of your business.

Partnership Interests

Whether it's a limited or general partnership, we evaluate the value of ownership interests to facilitate smooth transitions, sales, or succession planning.

Intellectual Property

  • Trademarks and Trade Names
  • Patents
  • Licensing Agreements
  • Literary and Film Rights

Real Estate Holding Companies

We evaluate real estate holding companies, ensuring an accurate understanding of their value, which is crucial for tax planning, estate distribution, or sale.

Financial Instruments & Securities

We value financial instruments, including bonds, stock options, and other securities, helping you make informed decisions in corporate restructuring or estate management.

Estate Planning & Inheritance

Accurate valuations are essential for estate planning and inheritance distribution. Our services ensure fair valuations for tax purposes and family inheritance.

Get the Accurate Business Valuation You Need

Contact us today to schedule a consultation and ensure your business decisions are based on accurate, trusted valuations.

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