Transferring ownership interests in an architecture, engineering or design firm—whether through gifting, inheritance or estate planning—requires a defensible business valuation that meets strict IRS guidelines. An inaccurate or noncompliant valuation can expose both donors and recipients to significant tax penalties, legal scrutiny and unintended financial consequences.

At DM Consulting Group, we specialize in estate and gift tax valuations tailored to A/E and design firms. With decades of industry experience and a depth of knowledge of fair market value standards, we help firm owners and advisors execute effective wealth transfer strategies while preserving value and minimizing risk.