Tax Valuation

Tax valuations are powerful strategic tools when navigated effectively. Our valuation experts guide clients in leveraging tax valuations to unlock opportunities and mitigate risks. From asset transfers and business reorganizations to estate/gift planning, we ensure accurate valuations align with your objectives.

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What we do

Entrepreneurs and business owners in general are notoriously laser-focused on their companies, but oftentimes leave themselves vulnerable to suboptimal tax outcomes upon exit. Cabrillo’s world class advisors are here to ensure our clients’ needs and outcomes are optimized.

Tax Related Valuations

Tax Restructuring Valuations

Tax Restructuring Valuations

Carried Interest Valuations for GPs of venture capital and private equity funds

Carried Interest Valuations for GPs of venture capital and private equity funds

Business and Security Valuations

Business and Security Valuations
Helpful reminders for our founder/owner clients:

 

 

  • Lifetime gifting exemptions favor moving shares of a company into a trust/tax strategy early on, when value is lowest
  • 83b elections likewise favor early execution to minimize cash required to execute
  • It’s never too late for planning (almost), as meaningful discounts and wealth retention strategies can often be implemented even if there is a potential liquidity event in the near-term
Helpful reminders for our founder/owner clients: title
We’re Here to Help

Companies are faced with numerous financial decisions, many of which are one-time events. At Cabrillo Advisors, we know that the combination of our expertise with your knowledge of your company and industry can lead to optimal solutions.