Tax & Succession Planning

A valuation conducted specifically for tax purposes introduces added complexity to comply with the Internal Revenue Service (IRS), often causing critical assumptions and values to differ from valuations conducted for other purposes.  These type of valuations often include the following:

Estate and Gift Tax Valuation
409(A) Valuatons
Stock Based Compensation
Tax Restructuring Valuation

Experienced Professionals

FDP News

Sep - 20

Jim Sandberg Joins Fort Dearborn

Fort Dearborn Partners is pleased to announce that Jim Sandberg has joined the firm as a Senior Associate.

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Jul - 20

Fort Dearborn Advises Private High School

Chicago, IL - Fort Dearborn Partners is pleased to announce that we served as exclusive financial advisor to a private high school for the refinancing of $13,000,000 in... Read More

Jul - 20

July 2020 Newsletter

Since early March, we have monitored the impact of COVID-19 on our client base. As expected, early results display widely divergent financial performance - some industries have... Read More