Serving the Silicon Valley - Bay Area
At MyFinancialValuation, we provide independent, credential-driven valuation and tax advisory for holding companies, family enterprises, and complex real estate and business assets — where valuation judgment directly determines tax outcomes, transfer strategy, and long-horizon capital results.
Our practice is built around two core engines:
Estate & Gift Tax Valuation for Holding Companies and Family Enterprises
Enterprise Valuation for Ownership, Transfer, and Capital Structure
Supported by depreciation and asset classification disciplines developed over four decades of valuation, audit defense, and institutional scrutiny.
We operate where valuation errors become permanent.
Estate and gift tax valuation is our primary practice and highest-impact advisory discipline.
We specialize in valuation for:
Our work supports:
This is not formula-driven appraisal.
It is precedent-informed valuation judgment developed through extensive IRS examination and planning experience.
Enterprise valuation forms the analytical backbone of all estate, trust, and ownership work.
We deliver independent valuation opinions for:
Enterprise and asset valuation integrates:
into a single coherent valuation framework.
Geography does not determine validity.
Methodology, credentials, and judgment do.
Cost segregation is most effective — and most defensible — when executed with valuation discipline.
We provide engineering-supported, valuation-embedded cost segregation studies for complex commercial, industrial, and infrastructure assets, designed to:
Our work integrates:
This is not commodity cost segregation.
It is valuation-driven tax advisory.
Commercial appraisal is provided selectively where:
Appraisal serves as a foundation — not an endpoint — for higher-order valuation and tax advisory.
Large transfers and investments rarely fail because of arithmetic.
They fail because of:
Our work begins where generic reports stop — at the intersection of:
valuation
tax structure
transfer strategy
capital risk
We work with:
Clients engage us when:
Whether you are:
The right starting point is independent valuation judgment.
Request a confidential valuation or feasibility discussion.
Estate & Gift Tax Valuation • Enterprise Valuation • Cost Segregation
Where valuation, tax, and capital discipline converge