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

Kevin Cleary

Managing Partner and Founder

Direct: (312) 683-3642
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Bill Marra

Partner

Direct: (312) 683-3653
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Robert S. Cleary

Senior Director and Shareholder

Direct: (312) 683-3640
Email Robert
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Eric Baumbach

Associate

Direct: (312) 683-3651
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Financial Forecast & Modeling Cash Flow Forecasting Accounting & Finance Advisory Business / Operational Assessment Transaction Due Diligence Value Creation - Performance Improvement

Max Q. Bechtel

Analyst

Direct: (312) 683-3658
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Financial Forecast & Modeling Cash Flow Forecasting Accounting & Finance Advisory Business / Operational Assessment Transaction Due Diligence Value Creation - Performance Improvement

Austin Curtis

Analyst

Direct: (312) 683-3659
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Financial Forecast & Modeling Cash Flow Forecasting Accounting & Finance Advisory Business / Operational Assessment Value Creation - Performance Improvement Sell-Side Advisory

Daniel

Analyst

Direct: (312) 683-3655
Email Austin
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Financial Forecast & Modeling Cash Flow Forecasting Accounting & Finance Advisory Business / Operational Assessment Value Creation - Performance Improvement Sell-Side Advisory

Mary Warmus

Consultant

Direct: (312) 683-3655
Email Mary
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Transaction Sell-Side Advisory Tax & Succession Planning Shareholder Disputes & Litigation Intellectual Property/Intangible Assets

FDP News

Mar - 24

Robert Cleary and Mark Kroeger promoted to Shareholders

Oct - 23

Max Bechtel and Austin Curtis join Fort Dearborn Partners

Please join us in welcoming the newest members of the Fort Dearborn Team, Max Bechtel and Austin Curtis.

Apr - 23

Fort Dearborn advises Reliable Knitting Works

Fort Dearborn Partners served as the exclusive financial advisor for the refinancing of Reliable Knitting Works, a $125 Million Wisconsin-based Company.

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