Portfolio Company Valuation Opinion Review Services Provided to a Top 10 U.S. Audit Firm
June 2024
TOP was engaged by the U.S. audit and assurance firm of an international advisory, tax, and assurance organization to review the integrity of a valuation opinion regarding certain oil and gas interests performed by one of its private equity firm clients (the "Preparer") for financial reporting purposes. The valuation opinion pertained to certain conventional proved, developed, producing crude oil and natural gas reserve interests relating to assets in California. The scope of our review procedures included the Preparer's selected methodology, commodity pricing assumptions, risking (e.g., unrisked discount rate, reserve adjustment factors, and risk-adjusted discount rates), and analysis' mathematical integrity.
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:
Portfolio Company Valuation Opinion Review Services Provided to a Top 10 U.S. Audit Firm
May 2025
TOP was engaged by the U.S. audit and assurance firm of an international advisory, tax, and assurance organization to review the integrity of a valuation opinion regarding certain oil and gas interests performed by one of its private equity firm clients (the "Preparer") for financial reporting purposes. The valuation opinion pertained to certain conventional proved, developed, producing crude oil and natural gas reserve interests relating to assets in California. The scope of our review procedures included the Preparer's selected methodology, commodity pricing assumptions, risking (e.g., unrisked discount rate, reserve adjustment factors, and risk-adjusted discount rates), and analysis' mathematical integrity.
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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