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Who We Are
What We do
Business Valuation
Business Purchase & Sale Valuations

Certified Valuations for Financing

Valuations for Tax & Succession Planning

Technology & SaaS Business Valuations

Shareholder Buy-In & Buyout Valuations

Valuations for Employee Compensation (ESOP & 409A)
Transaction Support
Preparation of Sales Materials & Pitch Decks

Review of Letters of Intent & Term Sheets

Deal Structuring & Valuation Insights

Negotiation Support & Advisory

Financial Modeling for Transactions

Buy-Side Transaction Advisory
Due Diligence
Quality of Earnings (QoE) Analysis

Working Capital & Cash Flow Analysis

Normalization & Adjustment Analysis

Pre-Sale Diligence for Business Owners

Buy-Side Financial Due Diligence
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Who We Are
What We do
Client Success
Insights
Careers
- Why Join Our Team
- Current Openings
Contact

Who We Are
What We do
Client Success
Insights
Careers
- Why Join Our Team
- Current Openings
Contact

Who We Are
What We do
Business Valuation
Business Purchase & Sale Valuations

Certified Valuations for Financing

Valuations for Tax & Succession Planning

Technology & SaaS Business Valuations

Shareholder Buy-In & Buyout Valuations

Valuations for Employee Compensation (ESOP & 409A)
Transaction Support
Preparation of Sales Materials & Pitch Decks

Review of Letters of Intent & Term Sheets

Deal Structuring & Valuation Insights

Negotiation Support & Advisory

Financial Modeling for Transactions

Buy-Side Transaction Advisory
Due Diligence
Quality of Earnings (QoE) Analysis

Working Capital & Cash Flow Analysis

Normalization & Adjustment Analysis

Pre-Sale Diligence for Business Owners

Buy-Side Financial Due Diligence
Exit Planning
Value Enhancement Strategies

Succession Planning & Family Transition

Pre-Sale Readiness & Exit Roadmap

Owner Transition & Wealth Planning
Client Success
Insights
Careers
Why Join Our Team

Current Openings
Contact

Request a Quote

Who We Are
What We do
Business Valuation
Business Purchase & Sale Valuations

Certified Valuations for Financing

Valuations for Tax & Succession Planning

Technology & SaaS Business Valuations

Shareholder Buy-In & Buyout Valuations

Valuations for Employee Compensation (ESOP & 409A)
Transaction Support
Preparation of Sales Materials & Pitch Decks

Review of Letters of Intent & Term Sheets

Deal Structuring & Valuation Insights

Negotiation Support & Advisory

Financial Modeling for Transactions

Buy-Side Transaction Advisory
Due Diligence
Quality of Earnings (QoE) Analysis

Working Capital & Cash Flow Analysis

Normalization & Adjustment Analysis

Pre-Sale Diligence for Business Owners

Buy-Side Financial Due Diligence
Exit Planning
Value Enhancement Strategies

Succession Planning & Family Transition

Pre-Sale Readiness & Exit Roadmap

Owner Transition & Wealth Planning
Client Success
Insights
Careers
Contact

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August 25, 2026

Articles, Business Valuation

The Role of Business Valuation in Trust and Estate Planning | Aspen Valuations

Mya Nguyen / August 25, 2026

Trusts and estate planning can provide important tools for U.S. business owners seeking to manage wealth, taxes, and the future

What Our Clients Say

Yen and her team have been a pleasure to work with. They provided professional valuations for two of our businesses, and we found them to be highly competent, detail-oriented, and exceptionally professional throughout the process.

Usman Hashmi

Owner

Yen was thorough throughout the process. Wonderful to work with. Highly recommend Aspen Valuations, their teams professionalism and attention to detail was exactly what we were looking for.

Brent Mattice

Owner

I can’t than Yen and her team enough. They were very thorough and thoughtful when working on my business valuation. They took the time to get to know me and were happy to answer any questions throughout the process.

Lynn Kehoe

Owner

Yen & team are professional, thoughtful and articulate. They take you through a complex set of questions in a way that makes you understand the process and delivered exactly what we needed. Highly recommend.

Shashi Behl

Owner

Very detailed and quick turn around. They take the time to learn your business in order to give the best possible service. Really good communication from start to finish. Highly recommended.

Canada Cornhole

Owner

Aspen provided a timely, accurate valuations for us. After receiving a draft we provided additional points for them to consider. Upon receipt of the final valuation the new information was applied and we were pleased that our expectations were surpassed.

Stephanie Roll

Owner

Construction Company

Yen and her team have been a pleasure to work with. They provided professional valuations for two of our businesses, and we found them to be highly competent, detail-oriented, and exceptionally professional throughout the process.

Healthcare Practice Owner

Yen was thorough throughout the process. Wonderful to work with. Highly recommend Aspen Valuations, their teams professionalism and attention to detail was exactly what we were looking for.

Retail Owner

I can’t than Yen and her team enough. They were very thorough and thoughtful when working on my business valuation. They took the time to get to know me and were happy to answer any questions throughout the process.

Tech Start-up CEO

Yen & team are professional, thoughtful and articulate. They take you through a complex set of questions in a way that makes you understand the process and delivered exactly what we needed. Highly recommend.

Distribution Company

Very detailed and quick turn around. They take the time to learn your business in order to give the best possible service. Really good communication from start to finish. Highly recommended.

Restaurant Owner

Aspen provided a timely, accurate valuations for us. After receiving a draft we provided additional points for them to consider. Upon receipt of the final valuation the new information was applied and we were pleased that our expectations were surpassed.

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Austin, TX Headquarters | Serving Clients Nationwide

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Austin, TX 78704

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