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Valuation

Valuation of Permian-based E&P Equity Interest for Estate Tax Purposes

Valuation
Energy & Resources
Gift & Estate Tax Valuation Opinions
Business, Assets & Legal Entity Valuations
October 2021

TOP was engaged to estimate the fair market value of certain Class A units related to a Permian-based exploration and production company. The company is a non-operated E&P company with an estimated value of $150.0 million and the majority of its assets in the Delaware basin. Our analysis included the valuation of the company's reserves, the allocation of the company's equity value to its class A units using a Black-Scholes option pricing model analysis, and a comprehensive discounts study.

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:

Valuation of Permian-based E&P Equity Interest for Estate Tax Purposes

Valuation
Energy & Resources
Gift & Estate Tax Valuation Opinions
Business, Assets & Legal Entity Valuations
February 2025

TOP was engaged to estimate the fair market value of certain Class A units related to a Permian-based exploration and production company. The company is a non-operated E&P company with an estimated value of $150.0 million and the majority of its assets in the Delaware basin. Our analysis included the valuation of the company's reserves, the allocation of the company's equity value to its class A units using a Black-Scholes option pricing model analysis, and a comprehensive discounts study.

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:

Relevant experience

Bringing technical and industry experience to advise and deliver services to our clients

Consultative Services to a Private Equity Firm

Valuation of a Permian-based E&P Company and its Incentive Units for Financial Reporting Purposes

Valuation of Certain Interests in an Investment Holding Company for Tax Planning Purposes

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Valuation
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Leases/Incremental Borrowing Rates
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Gift & Estate Tax Valuation Opinions