What We Value

Ownership Interests in Operating Businesses and Holding Companies

  • Common stock
  • Limited liability company (LLC) interests and membership units
  • Limited partner (LP) interests
  • Restricted stock
  • Preferred stock (convertible and nonconvertible)
  • General partner (GP) interests

Family Limited Partnership and Holding Company Assets

  • Marketable securities
  • Investments in private equity funds, venture capital funds, hedge funds, etc.
  • Investments in real estate and real estate holding companies
  • Investments in oil & gas, minerals, and other royalty interests
  • Investments in timber

Incentive Shares and Derivatives

  • Stock options
  • Warrants
  • Carried interests
  • Incentive shares/units
  • Profit interests
  • Phantom equity
  • Derivatives (futures, options, swaps)

Intangible Assets and Intellectual Property

  • Personal goodwill
  • Customer lists
  • Software
  • Trademarks and tradenames
  • Brands
  • Patents
  • Copyrights

Other Assets

  • Undivided interests in Real Estate
  • Life insurance / annuity contracts

Debt Instruments

  • Bonds (convertible and nonconvertible)
  • Promissory notes
  • Loan portfolios

If it can generate cash flow, we can probably value it!

Ready to discuss your Business Valuation & Appraisal Needs?