Helios leverages decades of professional experience in providing valuations for tax purposes. We understand the need for well-documented valuations for submission to the Internal Revenue Service and other regulators. For this reason, all of our valuations are supported by extensive work papers that allow for an easy recall of the facts and circumstances unique to each of our clients’ businesses. Helios’ professionals also remain current to constantly evolving valuation theory, including discounts for lack of control and marketability, tiered-entity organizational structures, and pass-through entity adjustments, among others.

Helios provides valuation services for the following purposes: