Wealth Managers
Independent Valuation and Tax Compliance Support for Advisors With Clients Holding Hard-to-Value Assets
Wealth management clients often hold a substantial share of their net worth in assets with no observable market price: closely held operating businesses, private fund interests, family limited partnership and LLC interests, private company equity, and digital assets. Estate and gift tax reporting, succession planning, and buy-sell administration each require an independent valuation of those holdings, prepared to a documentation standard that supports IRS review.
Houlihan Capital provides that analysis. The firm is employee-owned, and its valuation work is independent of the advisory relationship it supports. Engagements are scoped to the valuation question and returned to the advisor on completion.
Clients Served
Valuation Opinions Delivered
Valuation Projects
What We Do
How We Support Wealth Managers
Tax Compliance / Planning
Valuations of closely held business interests, family limited partnership and LLC interests, private fund positions, and other hard-to-value assets for estate and gift tax reporting, plus support for buy-sell agreements among business owners. All documented to the requirements the IRS applies to qualified appraisals and reviewed for use by counsel and tax advisors.
Portfolio Valuation / Fair Value
Valuations of private fund interests, restricted and private company equity, carried interest, promissory notes, and digital assets where no observable market price exists.
Stock Compensation
Valuations of private company equity and stock-based compensation for clients holding options, restricted stock, or profits interests.
Business Valuation & Planning
Enterprise valuations of closely held businesses for succession planning, ownership transitions, and strategic decisions, including annual updates where a client's planning requires a current figure.
Why Houlihan Capital
Independent Analysis That Keeps the Advisor at the Center
Houlihan Capital provides the valuation work and returns the client relationship to the advisor who brought it. Engagements are scoped to the valuation question, with the advisor in the process from scoping through final report.
Built Around the Advisor Relationship
Engagements are scoped to the valuation question and returned on completion. The advisor participates in scoping, reviews the draft before the report is issued, and stays in the process throughout.
Credentialed Analysis, Supported on Examination
Valuations are signed by credentialed appraisers and prepared to qualified appraisal standards. If a filing is challenged, the signing appraiser is available to support the position.
Deadline-Driven Work
Estate filings, gifting windows, and transaction timelines do not move. Engagements are scoped with a committed delivery date at the outset.
Strategic Insights
Guidance for Wealth Managers and Their Clients
Have a client with a closely held business interest that requires independent valuation?
Speak with an advisor about your specific situation.