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

November 2021

TOP assisted certain executives of a Permian-based exploration and production company with an estimated enterprise value in excess of $1.5 billion with estimates of the fair market value of certain company incentive units. The analysis included the valuation of the company’s reserves, the allocation of 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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