Business Valuation - Trust & Estate Purposes

Stout was engaged by the estate of a national real estate developer to value the decedent’s various real estate, business, and other investments in a high profile taxable estate. The decedent was a well-known individual whose assets included a resort hotel, shopping malls, REIT interests, and a private jet as well as other investments. Stout drew from its personnel in business valuation, real estate appraisal, and equipment appraisal to staff the multiple valuation disciplines needed for the engagement. With Stout managing the valuation engagement in all aspects, the valuation reports and analyses were integrated and consistent. The Stout reports assisted counsel for the estate in favorably concluding the IRS audit of this highly complex estate at initial level of the process.

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