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

Jun - 26

Fort Dearborn Partners Advises Aztalan Engineering on Sale to Chandler Industries

Fort Dearborn Partners served as the exclusive financial adviser to Aztalan Engineering

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Apr - 26

FDP Advises D&D Tooling and Manufacturing

Fort Dearborn Partners ("FDP" or "Fort Dearborn") is pleased to announce that we served as the sole financial advisor to D&D Tooling and Manufacturing... Read More

Apr - 26

FDP Receives M&A Advisor Turnaround Award

FDP Receives M&A Advisor Turnaround Award in Restructuring

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