Following the passing of its founder, an international aerospace and defense company required an independent valuation to support the estate’s federal estate tax filing. The estate’s representative engaged MCA Financial Group to provide a defensible analysis under sensitive and time-critical circumstances.
With the founder and chief executive no longer available, MCA collaborated with management, the estate’s representative, and legal counsel to reconstruct essential financial and business information. The team conducted detailed interviews, analyzed historical financial and transaction records, and applied rigorous valuation methodologies to deliver a reliable and comprehensive assessment.
MCA’s analysis established the necessary value data at the time of the founder’s passing to support the preparation of federal estate tax liability, delivering certainty, ensuring compliance with reporting requirements, and providing assurance to the estate during a period of transition.
The matter reflects MCA’s ability to execute valuations in challenging contexts, applying technical rigor and disciplined methodology to satisfy both regulatory standards and client priorities.
This engagement highlights MCA Financial Group’s expertise in delivering precise, defensible valuations under sensitive and time-critical circumstances. By combining technical rigor with a collaborative approach, MCA provided the estate with clarity, compliance, and confidence during a period of transition, reinforcing the firm’s reputation as a trusted partner in complex valuation matters.
Contact us today to learn how MCA can support your next critical transition.