Do you provide valuations for estate and gift tax purposes?

Yes. We prepare valuations to the documentation standard the IRS expects, including normalization, discounts and reconciliation of approaches, and we coordinate with estate counsel and wealth advisors.

What raises a business valuation in the three years before a sale?

Clean normalized earnings, documented add-backs, recurring revenue, management that is not dependent on the owner, and systems that let the business run without the seller. We build a three-year plan to move each of these before the transfer.

Where We Serve · Westchester County

Accounting, CFO and Turnaround Services in Scarsdale, NY

The C2 Group Inc. provides business valuation, succession and exit planning, outsourced CFO and tax services to business owners in Scarsdale, Westchester County. The firm has served Westchester businesses for over 30 years from its office in Pleasantville, New York. Scarsdale is an affluent, professional community, and the recurring theme here is not survival, it is transition: what the business is worth, how it passes on, and how to exit well.

Book a Free Consultation (914) 210-1008

Doing business in Scarsdale

Scarsdale is one of the most affluent communities in the country, largely residential, with a business base weighted toward professional practices, consultancies, medical and dental practices, and owners of businesses located elsewhere in the region who live in the village. The commercial centre sits around the Scarsdale Village station and Popham Road. The work these owners bring us is rarely basic bookkeeping. It is a partner buyout, a sale, an estate and gift valuation, a succession plan, or a buy-sell agreement that needs a defensible number behind it. The C2 Group serves Scarsdale owners with valuations, expert testimony for marital dissolution and estate matters, succession and exit readiness, and accounting and tax with an estate and gift planning angle.

Our Office

The C2 Group Inc. serves Scarsdale from its Westchester office in Pleasantville. We meet Scarsdale clients at our office, at their location, or virtually. There is one office, no exceptions.

265 Pleasantville Rd, Pleasantville, NY 10570
Monday–Friday, 9:00 AM – 6:00 PM ET
(914) 210-1008

How we work with Scarsdale

The work here runs toward the senior end of the practice.

Succession and exit is the dominant theme in Scarsdale. We help second-generation owners plan the transfer, value the business defensibly and move value before the transfer.

We prepare valuations for estate and gift purposes to the documentation standard the IRS expects, and we coordinate with estate counsel and wealth advisors.

Marital dissolution and estate matters involving closely held businesses bring us in for expert testimony and independent valuations both sides can use.

Practice owners use us for accounting and tax with the pass-through entity tax election and owner compensation planning built in.

Services for Scarsdale businesses

Eight disciplines, one senior team.

Accounting & Tax

Monthly close, financial statements, business and personal tax, multi-state filing, and year-round planning instead of April scrambling.

Outsourced CFO

Fractional CFO retainer, 13-week cash flow modelling, KPI dashboards, board and lender reporting, and margin analysis.

Turnarounds

Rapid diagnostic, cash stabilisation, creditor workouts, and a 90-day execution plan when the business is losing money and the covenant is near.

Valuations

Defensible valuations for sale, purchase, partner buyout, estate and gift, and lender requirements.

Systems Design

System selection and implementation, chart of accounts rebuild, close-process design, internal controls, and reporting packages.

Plans & Financing

Lender-ready business plans, financial models, SBA and conventional loan packages, capital structure advice, and lender introductions.

Growth Advisory

Strategic planning, market and margin expansion, acquisition due diligence, succession and exit readiness, and performance improvement.

Expert Testimony

Expert witness testimony, forensic accounting, economic damages and lost profits calculations for attorneys across the tri-state area.

A representative engagement

The shape of the work, close to Scarsdale.

Valuation8 weeks to valuation; plan over 3 years.

A second-generation family business in Scarsdale

Situation: The owner wanted to hand the business to his children but had no defensible valuation and no plan to move value before the transfer.
What we found: The business had never been formally valued. Owner compensation ran below market, inflating apparent profit, and the buy-sell agreement had no current valuation clause.
What we did: We performed a defensible valuation, built a three-year plan to move value before transfer, updated the buy-sell agreement valuation clause and coordinated with the family's estate counsel.
Result: The transfer proceeded on an agreed value with the documentation the IRS expects, and the family kept a reporting package for ongoing compliance.

See all case studies

Tax and compliance in Scarsdale

The filing questions that catch owners out.

Rates and thresholds are confirmed against current state guidance before they touch a return.

Scarsdale owners face valuations for estate and gift purposes and the documentation standard the IRS expects, including normalization, discounts and the reconciliation of approaches. Buy-sell agreements need funding and valuation clauses that hold up under scrutiny. NYS estate tax and the residency question for owners matter here [verify current thresholds], and New York audits residency aggressively. Practice owners also navigate the NYS pass-through entity tax election. We coordinate with estate counsel and wealth advisors and confirm every rate and threshold against current guidance before it touches a filing or a report.

Questions

Scarsdale questions, answered.

Start with a defensible valuation and a plan to move value before the transfer. We value the business, update the buy-sell agreement valuation clause, and coordinate with your estate counsel so the transfer proceeds on a number the IRS will accept.

Getting here

Approximately 9 miles from Scarsdale. About a 18 to 20 minutes drive from our Pleasantville office.

The office is in Pleasantville, Westchester County. Most engagements run on a mix of on-site and remote work, so the drive is for the meetings that genuinely need to be in person.

Relevant insights for Scarsdale owners.

Where else we serve

Neighbouring communities.

Start here

Tell us what is going on. A senior advisor reads every message.

The first consultation is free. Daniel W. Correa, CPA, PhD or a senior advisor responds within one business day.

(914) 210-1008

Free Consultation

A 30-minute call costs you nothing. Not making it can cost you a quarter.

Tell us what is going on in the business. We will tell you whether we can help, what it would look like, and what it would cost. No pressure, no obligation.

Results, not reports.

Book a Free Consultation (914) 210-1008