Valuation
Trust & Estate Valuation

Cabrillo Advisors provides independent trust and estate related valuations for owners of operating businesses, real estate, and holding companies, as well as a variety of structured interests within private equity and venture capital funds.

Trust & Estate Valuation
Trust & Estate <i> Valuation Services</I>:
Trust & Estate Valuation Services:
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Business Valuations

We have valued thousands of companies across a broad array of
industries, from simple seed-funded businesses to significant private and public entities.

Real Estate Appraisals

We have valued hundreds of real estate properties across a
broad array of asset classes, including but not limited to: multifamily, office, industrial,
retail, hotels and hospitality, land, mixed use, special purpose, and self-storage.

Discount Studies

We employ several methodologies, all of which incorporate the most
up-to-date studies, analyses, and guidance per the IRS guidelines and precedent set by
the latest, most relevant court cases, to ensure optimal outcomes for our clients.

Assets  <i>May Include</I>:
Assets May Include:
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Closely Held Operating Businesses

Common and Preferred Stock

Whole or Fractional Ownership Interests in:

General Partnerships (GPs)

Limited Partnerships (LPs)

Family Limited Partnerships (FLPs)

Limited Liability Companies (LLCs)

Interests in Real Estate:

Owned through holding companies

Direct ownership interests

Undivided ownership interests

As well as:

Stock Options and Derivatives

Restricted Stock

Intellectual Property

Carried Interests

Three Reasons Why Us:

Determining the fair market value of privately held companies and real estate is often a key component of individual and generational tax planning and reporting.

It is important to have a defensible valuation performed, based on the IRS guidelines and precedent set by the latest, most relevant court cases. Any discrepancy between what the transferring entity and the IRS believe are fair market value can result in a greater gift tax liability and potential penalties for the company.

Cabrillo is well versed in the most appropriate valuation methodologies, discounts and requirements for gift & estate tax purposes.

We’re Here to Help

Companies are faced with numerous financial decisions, many of which are one-time events. At Cabrillo Advisors, we know that the combination of our expertise with your knowledge of your company and industry can lead to optimal solutions.