Valuation of Permian-based E&P Incentive Units for Estate Tax Purposes

April 2022

TOP was engaged by certain executives of a multi-billion dollar Permian-based exploration and production company to estimate the fair market value of certain incentive units for gift and estate tax planning purposes. TOP leveraged its team’s extensive business valuation and oil and gas industry expertise to prepare a valuation of the company’s reserves (including JV interest), allocate the company’s equity value to its various equity classes using a Monte Carlo simulation analysis, and a comprehensive discounts study.

About Tall Oaks Partners

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.


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(346) 440-1818