Whether your company is being sold or is about to go public, the likely result will be a significant increase in the value of your stake in the company.

Wealth planning advisors may recognize this as an opportunity to gift a portion of the stock to your children.

Stock in a company that is involved in a pending transaction -- as long as there is some uncertainty as to whether or not the transaction will happen as proposed -- is always worth less than the expected deal price.

The discount from the deal values (or IPO values) can sometimes be substantial.

For more information on our pre-transaction valuations, contact Pluris today.