Provided annual valuations for an energy-focused private equity firm

Provided annual valuations for an energy-focused private equity firm

Portfolio Valuations - Estate Planning and Gift Tax Reporting Purposes

Stout provided annual valuations of an energy-focused private equity firm, including detailed valuations of its portfolio company investments, for estate planning and gift tax reporting purposes. We provided detailed fair market value valuations of the private equity firm and its portfolio company businesses for the investment fund partners to use for estate planning and gift tax reporting purposes.