This profile is unclaimed.
ClaimLeader in financial valuation services
As a leader in financial valuation services, we have successfully helped thousands of clients since our firm was established in 1985.
From our offices in Sacramento and San Francisco, we serve our clients nationwide. We provide valuation and consulting services for clients and attorneys in a broad range of needs, including federal estate and gift tax transfers; discount valuation for intrafamily transfers; fairness opinions; shareholder disputes; minority shareholder actions (California code section 1800 and 2000); buy-sell agreement language; Goodwill allocation between “personal” and enterprise goodwill in connection with “C” corporation transactions; and consulting on valuation for internal transfers.
Wallace & Toney Valuation Advisors, Inc. has worked with clients and attorneys to assist in positions on valuations for both estate and gift tax valuations. The firm has often been engaged to assist in valuation positions taken by clients and/or attorneys and their advisors where W&T did not perform the original valuation.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Sacramento, CA
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Year founded
Founded 1985
2 Locations
- Sacramento , CA
- San Francisco , CA
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