Discounts Study Performed Relating to Various Business Interests for Estate Tax Planning Purposes
October 2025
TOP was engaged by representatives of a deceased Texas-based investor's estate to estimate discounts for lack of control and discounts for lack of marketability applicable to certain limited liability company and other business interests held as of the deceased's date of death. The business interests in the scope of our engagement included interests in twelve different entities with various commercial and multi-family residential real property holdings. The services were performed for estate tax planning purposes.
About us
Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.
For more information, please contact:
Discounts Study Performed Relating to Various Business Interests for Estate Tax Planning Purposes
May 2025
TOP was engaged by representatives of a deceased Texas-based investor's estate to estimate discounts for lack of control and discounts for lack of marketability applicable to certain limited liability company and other business interests held as of the deceased's date of death. The business interests in the scope of our engagement included interests in twelve different entities with various commercial and multi-family residential real property holdings. The services were performed for estate tax planning purposes.
About Us
Based in Houston, TX, Tall Oaks Partners provides valuation and financial advisory services to corporate management of public and private companies, investment and fund managers, and stakeholders in businesses of a variety of scale. The Tall Oaks Partners team has significant experience assisting clients with a multitude of valuation matters for strategic, tax, and financial reporting purposes. Our services and deliverables are tailored to client needs and prevailing industry and economic trends.
For more information, please contact:
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