Stout was retained by a trustee to provide valuation consulting services to determine the fair market value of several asset classes held by a trust for estate tax reporting purposes. This multi-faceted engagement included the valuation of an operating business, real estate, intellectual property, and valuation discount analyses.

Stout determined the value of (i) an industry-leading electronic and communication accessories manufacturer; (ii) the company’s manufacturing facility held in a separate LLC; (iii) certain patents and other intellectual property; and, (iv) limited partnership interests in partnerships holding real estate.

Stout leveraged its multi-disciplined valuation team of professionals to execute the engagement efficiently.

Related Professionals

All Related Professionals