Death Analysis 


Move a Family Business Forward Through Succession

Inheriting a family business—whether planned or unexpected—adds complexity to settling an
estate. A proper business valuation is essential, yet many family businesses lack an up-to-date
assessment. Camelotta Advisors can help determine the fair market value of the business for
estate purposes and guide you through the decision of whether to keep or sell it. We also assist
in navigating the tax implications of your choice and provide strategies for equitably dividing the business among heirs—especially when some wish to retain ownership while others prefer to sell.

Common Questions We Address:
  • What is the value of my business?
  • How do I divide a business in an estate?
  • Should I keep or sell an inherited business?

Start the Estate Settlement Process Today

Reach out to us today for a free consultation

Handling an estate is complex—but you don’t have to do it alone. Camelotta Advisors helps you streamline the process, minimize financial risks, and ensure your loved one’s legacy is honored.