Things to remember…
Start planning now for share gifting to capitalize on certain tax advantages that are at risk of changing or disappearing. You must know the true value of your business BEFORE you gift shares!
Gifting shares can save on taxes, but there are limits depending on the value of your business. Know the real value with a Precision Valuation.
If you are considering gifting shares or doing estate planning, you need a Precision Valuation to determine TRUE market value. Use the form to schedule a confidential call with one of our valuation experts and we can help determine the MOST ACCURATE value of your family Petro business!
The Meridian Precision valuation Difference:
– 30+ years of experience in the Petro Industry
– Largest Petro database nationwide
– Unmatched accuracy
– Proprietary process that saves you money
– Meridian Precision Valuations are readily accepted by the IRS
If you are gifting shares, doing estate planning, thinking about buying/selling, or growth planning for the future, you need a Precision Valuation from a company that KNOWS Petro. You wouldn’t ask your CPA to appraise your house, you want a real estate expert. Your Petro business is the same, you want the Petro experts. At Meridian, we know Petro. With our 30+ years of experience in the industry, and the largest Petro database nationwide, our accuracy is unmatched by other firms.
Schedule Your Call!
If you are thinking about buying, selling, merging, estate planning, gifting shares, investment strategy, or tax advantages/consequences, then you NEED a precision valuation from Petro industry experts.
Whether buying or selling, Meridian can help find your perfect match, while maintaining confidentiality. A Meridian valuation will give you the negotiating power you need to get the best deal for your family business.
- Proprietary valuation formula developed specifically for the Petro industry to provide the greatest accuracy
- Meridian has the industry’s largest financial database in the U.S.
- Meridian has unique Petro industry knowledge, with 30+ years of experience. Meridian can value a Petro business with greater accuracy than other firms.
- We provide a comprehensive view of your business analytics with Petro specific metrics
- We understand the current Petro market to help you invest wisely for the future
