I’ve worked with Pluris on local estate and gift tax appraisal matters several times now, and I could not be happier with their service.
Victoria Kaempf
Lakin Spears, LLP

Discounts for Lack of Marketability

Valuing asset-holding or business entities for tax purposes accurately really depends on having the best available discount data. Due to our proprietary access to data from the secondary market for illiquid securities, Pluris Valuation Advisors has access to data sources no other firm has. For additional information about our discount data, please read about LiquiStat and the Pluris DLOM Database.

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