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 Receives M&A Advisor Turnaround Award

FDP Receives M&A Advisor Turnaround Award in Restructuring

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Dec - 25

FDP Awarded 2025 TMA Large Turnaround Award

FDP recognized with the 2025 TMA Large Turnaround Award

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