Davis/Chambers Business Appraisal and Valuation

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Information RequiredValuation of a Family Limited Partnership

  • A copy of the partnership agreement and any amendments.
  • Copies of the past five years tax returns.
  • A list of the assets and liabilities of the partnership as of the date of value.
    • Real estate appraisals.
    • Brokerage statements.
    • Copies of notes receivable.
    • Information on any sub-partnerships.
    • Information on any oil & gas holdings.
  • Biographical information on the General Partners.
    • Education
    • Work history
  • Ownership list for the partnership as of the date of value.
  • Purpose of the partnership.
  • Management objectives (e.g., preservation and appreciation of capital).
  • Expected management fees to the General Partner.
  • Expected cost of maintaining the partnership (legal, accounting, etc.).
  • Distribution expectations (all net income, to cover income taxes, none, other).
  • Likelihood of liquidation (not before the end of the stated term, other).
  • IRC § 754 elections. Has one been granted in the past? What is the likelihood one will be granted in the future?
Back to Services
/Information Required
  • Valuation of a Going Concern
  • Valuation of a Family Limited Partnership
  • Business Combination Valuations, Compliance with FASB – ASC 805
  • Impairment Testing of Intangibles and Goodwill for Compliance with FASB – ASC 350
  • Impairment Testing of Long-Lived Assets for Compliance with FASB – ASC 360
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Requested Valuation Info

Davis/Chambers & Co., LLC
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Call: (713) 552-1333
Fax: (713) 960-8649
Email: thad@davischambers.com
5701 Woodway,
Suite 200
Houston, Texas 77057
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