My client area
Valuation for
Estate and Tax Planning
Estate and tax planning is essential for ensuring the transfer of a business while optimizing tax aspects. A rigorous business valuation helps determine its value and define the best tax and estate strategies. At Orial, we support you in this delicate process by providing accurate and personalized valuations.
Why Conduct a Valuation for Estate and Tax Planning?
An accurate valuation is essential for several reasons related to business transfer:
Tax optimization
A business valuation helps you reduce taxes related to the transfer by allowing you to apply advantageous tax strategies.
Transparent and fair transfer
The valuation ensures a fair transfer of the business between heirs or transferees, balancing shares and taking into account tax expectations.
Compliance with legal obligations
It allows you to meet legal and tax requirements regarding inheritance, donation, and asset transfer.
Asset valuation
The “valuation provides a realistic estimate of the company’s value, essential for asset management and succession planning.”
Our Approach
to Valuation for Estate and Tax Planning
At Orial, we implement a comprehensive and structured valuation process to support business transfer under the best conditions. Our approach is divided into several key steps:
Analysis of the company structure
We conduct an in-depth study of your company’s structure, its assets, liabilities, as well as financial and operational flows. This initial analysis allows us to understand the key points to consider for the transfer and to define the basis for the valuation.
Selection of appropriate valuation methods
We use different valuation methods depending on the characteristics of the company and the transfer objectives:
- Discounted Cash Flow (DCF) method: Projection of discounted future cash flows to assess long-term profitability.
- Market multiples method: Use of market multiples (EBITDA, net income) to estimate the company’s value.
- Net asset value method / Asset-based approach: Evaluation of the net asset value, particularly in companies with significant assets, whether physical or intangible.
Identification of tax implications
We analyze the tax implications related to the transfer, including gift and inheritance taxes, and identify levers to reduce the tax burden while remaining within the regulatory framework.
Preparation of the transfer plan
Based on the results of the valuation and tax considerations, we assist you in developing a tailored transfer plan. This includes defining the best strategy for asset sharing, as well as organizing the management of company shares (donations, transfers, property dismemberment, etc.).
Detailed valuation report
We provide you with a comprehensive and detailed valuation report, which includes the analysis of your company’s value, the methodologies used, as well as specific recommendations to optimize estate and tax transfer. This report can be used for tax or notarial procedures.
The Advantages of our Valuation Service for Estate and Tax Planning
Optimization of tax costs
We guide you in tax optimization, allowing you to reduce transmission taxes while complying with legal obligations.
Expertise in Business Transfer
Thanks to our experience, we offer you a personalized service that meets your specific asset transfer needs.
Tailored Approach
We adapt each valuation based on the size, structure, and particularities of your company, while taking into account your personal succession objectives.
Comprehensive Support
We accompany you throughout the entire process, from the initial valuation to the development of your transfer plan.
These Companies Already Trust Us
A reliable accounting firm, offering good advice, attentive and at the service of its clients, and above all very professional
why Choose Orial for your Estate and Tax Valuation?
Orial is a recognized firm for its expertise in business valuation. We provide you with a team of qualified experts to offer a rigorous and objective assessment. Our know-how in estate and tax planning allows you to make informed decisions for the transfer of your assets.
Whether it’s optimizing your tax strategies, preparing for the transfer of your business, or reducing inheritance taxes, Orial offers you quality support tailored to your needs.
For more “information about our valuation service for” estate and tax planning, or to discuss your business transfer project, contact our team of “experts. We will be happy to assist you in this essential process for the” future of your business.
