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Tax and Estate Transfers

Tax and Estate Transfers

Problem.

Limited Partners, including Family Offices and High Net Worth Individuals, are increasingly seeking independent, expert secondary valuation to facilitate generational wealth and other tax-related transfers.

Solution.

Tax and Estate Valuation takes a sophisticated bottom-up approach to valuing Funds, Directs, and Portfolios providing 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.

Analysis.

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

Benefits.

  • 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.

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