Typical valuation assignments are summarized in the table, illustrating the range of services provided by Primus for its clients. The table identifies the type of business involved, the purpose of the valuation, the specific valuation services provided, and the situations to which the services were applied. These are illustrative only, and do not define completely the scope of services provided. Many demonstrate the very complex valuation problems in which we specialize. Please call to discuss your valuation requirements.
| Type of Business | Purpose | Services Provided | Situation/Results |
|---|---|---|---|
| Public stock holding company | Estate planning | Minority stock valuation | Co owned by founder and CEO of public corporation, holds very large block of stock and general partner interest in another stockholding partnership. |
| Low-Income Housing LLCs | Buyback of Manager position by original developer from large public co. | Interest valuations | Multiple ownership levels, complex structure and financing. |
| Family partnership | Estate planning | Limited partner interest valuation | Partnership holds shares of LLCs and Joint Ventures that, in turn, hold 15 major industrial properties managed by a large private development company. |
| Mobile Home Park Management Co. and GP | Estate taxation | Interrelated Corp and LP valuation | Manager also GP of multiple Limited Partnerships, receives fee revenue from captive customers. |
| Development partnership | Debt position buyback | Consulting and valuation | Partnerships formed to hold a series of unsecured notes used to finance residential development. |
| Mid-size contracting company | Minority owner buyout | Company and interest valuations | No buy/sell agreement— presented alternative negotiating positions for both parties. |
| Majority noncontrolling interest in managing LP | Partner buyout | Consulting and valuation | Foundation holds minority interest in large investment fund's General Partner Excess fees at issue. |
| Asset management partnership | Partner buyout negotiation | Interest and asset value consulting | Family owns large industrial tracts; issue under dispute is highest & best use valuation premise for assets. |
| Large block of public company stock | Estate taxation | Blockage valuation | Founders share block, brought in when dispute over a dispute over another appraiser’s valuation was not resolved in negotiation with IRS. |