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 - 25

FDP Awarded 2025 TMA Large Turnaround Award

FDP recognized with the 2025 TMA Large Turnaround Award

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Sep - 25

Julia Siebert Joins Fort Dearborn

Fort Dearborn Partners is pleased to announce that Julia Siebert has joined the firm as an Analyst.

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Jan - 25

FDP Advises Northern Wholesale Supply

Fort Dearborn Partners ("FDP" or "Fort Dearborn") is pleased to announce that we served as the sole financial advisor and investment banker to Northern... Read More