Combined Interests

Integrated Valuations

Shenehon Company, with its rather unique skill set, offers its clients a one-stop shop which can analyze real estate and business components and integrate the two valuations into one, cohesive report. A clear understanding of the types of risks involved in business ownership and real estate ownership allows our appraisers to prepare high quality, in-depth valuations of both interests.
Many situations require an integrated analysis; a common example is the valuation of a minority interest in a Family Limited Partnership (FLP) or a Limited Liability Company (LLC). Our experienced staff appraisers will first value 100% of the assets (such as the business, real estate or marketable securities) held in the FLP or LLC and then apply the appropriate discounts for minority and lack of marketability. The value conclusion gives the owners a clear picture of the combined interests.

Our clients return to us year after year for updated values, they frequently send us referrals and often engage us on a consulting basis for their other business endeavors.