Strategies for Valuing Complex and Unusual Entities

January 30, 2024

On today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, dives into the intricate world of valuing complex and unusual entities.  Her guests today are Evan Levine and Nainesh Shah, founding partners at Complete Advisors, a New York valuation and advisory firm.  Together, they unravel the specific challenges associated with valuing unique entities, shedding light on key factors to consider, preferred valuation methods, and insights into handling valuation intricacies for start-ups and early-stage companies.  Tune in now for the information needed to navigate the complexities of high-stakes estate planning.

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