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

Dec - 21

Fort Dearborn Partners advises Foodservice Provider

Fort Dearborn Partners, Inc. served as the exclusive financial advisor to an Illinois-based foodservice provider and refinanced $17,500,000 of debt.

Read More

Jul - 21

Brian Hartford joins Fort Dearborn Partners

Fort Dearborn Partners is pleased to announce that Brian Hartford has joined the firm as a Senior Director.

Read More

May - 21

Fort Dearborn Advises Kanaflex Corporation, USA

Kanaflex Corporation USA (“Kanaflex” or the “Company”) is an industrial hose manufacturer with operations in Vernon Hills (IL), Compton (CA), and... Read More