Experienced Appraisers
Contact Our Firm Today to Take the Next Step
Diversified Asset Management Companies
- Valuation and analysis of a limited partnership with a gross net asset value approaching $100 million including the application of multi-tier discounting consistent with the ownership structure. The purpose was for use in conjunction with the sale of a minority interest position with an investment portfolio that included: 20 direct fractional interests and 12 indirect fractional interests in residential income-producing real estate ventures, other private equity, and marketable security investments.
- Assessed the value of a minority block of stock in a privately-held investment holding company that included whole and fractional ownership in ten lower-tier operating entities.
- Valuation of fractional interests held in numerous family investment entities for buy/sell, marital dissolution, buy/sell, gift tax, and decedent estate tax purposes.
Why Choose Our Firm
-
We're Accredited Senior Appraisers with MBAs.
-
We have broad experience in multiple industries.
-
We help clients in a wide range of solutions.
-
We provide first-class analysis, first-class service.
-
Valuations for Gift, Estate & Tax
-
Planning Support in Business Transactions
-
Resolving Business & Marital Disputes
Hear from Our Clients
"I wanted to take this opportunity to thank you and your team""I wanted to take this opportunity to thank you and your team for all your hard work on providing an opinion of fair market value regarding membership interests of my Company."
- Principle of a privately-held investment management company
