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Tax and Estate Transfers

Tax and Estate Transfers


High Net Worth General Partners are increasingly seeking independent, expert secondary valuation to facilitate generational wealth and other tax-related transfers related to fund and direct interests, carried interest stakes, and other investments.


Tax and Estate Valuation takes a sophisticated bottom-up approach to valuing assets to provide you with the market-based analysis you need to accurately determine and support your transfer value.

LP Analyst’s founders have valued over 1,500 unique fund and direct investments supporting more than $15B in transaction volume.


  • Company Projections
  • Unfunded Projection
  • Waterfall Calculation
  • Underwriting Rates
  • Sensitivity Ranges
  • Market Analysis
  • Financial Projections
  • Future Financing
  • Ownership Structure
  • Underwriting Rates
  • Sensitivity Ranges
  • Comps Analysis


  • Support decision making with independent analysis
  • Determine values based on a bottom-up approach
  • Preserve value by transferring at a market price
  • Evaluate the overall tax efficiency of your transfer
  • Receive detailed support for the valuation outcome

Contact us today to learn how Tax and Estate Valuation can add value to your next generational wealth or tax-related transfer.