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Real Property Investment and Management

Determined the value of 11 equity interests held in ten separate real property management businesses for a large taxable estate. The incorporation structure of the business entities included limited partnerships, limited liability companies, and corporations.
Appraised the carried interests associated with the ownership and operations of a multi-family apartment complex for use in transferring interests by gift.
Rendered opinions of value (multiple unrelated engagements) for undivided interests held in real properties for estate tax and for transfer by gifting.
Framed our valuation opinion around the value of a promote interest for numerous real estate development projects.
Appraised a full service property tax consulting firm for management planning purpose.

“I am very comfortable referring my clients to Convergent as I know that they will be well taken care of.”
Shareholder, Houston-Based Law Firm (20+ Attorneys)
“Additionally, my clients routinely comment on how easy it is working with the CCA team. I couldn’t ask for anything more.”
Shareholder, Regional law firm (100+ attorneys)
“CCA is my only choice when I need valuations to assist clients who are transferring their wealth to the next generation.”
Owner, Richmond, Texas Law Firm (Less Than 5 Attorneys)
“We are especially impressed with CCA’s collaborative approach to meeting the needs of our client.”
Partner, East Texas-Based law firm
“We have found their services reliable, accurate, timely and cost effective. ”
President/CEO, Hydraulic and Pneumatic Power Distribution Systems Component Manufacturer

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