Primarily for estate and gift tax purposes, the principals of SB Advisors have provided detailed and comprehensive valuations for many of the largest and best-known private companies with family owners spanning multiple generations.

 

As part of their valuation work, the principals of SB Advisors have provided expert testimony defending their valuations in U.S. tax court, resulting in favorable outcomes, and have helped to resolve estate and gift tax matters with the IRS.

 

The principals of SB Advisors have provided valuations for, among others in alphabetical order, Bechtel (Bechtel family), COFRA Holding (Brenninkmeijer family), Cox Enterprises (Cox, Chambers and Kennedy families), E. & J. Gallo Wineries (Gallo family), The Estée Lauder Companies (Lauder family), Forbes (Forbes family), Guardian Industries (Davidson family), Hallmark Cards (Hall family), Levi Strauss & Co. (Haas family), Stephens Companies (Stephens family) and TAMKO Building Products (Humphreys family)

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