I've worked with Pluris on local estate and gift tax appraisal matters several times now, and I could not be happier with their service.

Victoria Kaempf
Lakin Spears, LLP

Asset Holding Entities

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When valuing simple limited partner interests in asset-holding entities, whether passive or active in nature, the valuation method applied is usually the net asset value (NAV) method, with discounts applied for lack of control, lack of marketability or other factors. With our proprietary research and databases of real-world transactions in illiquid assets, Pluris is uniquely well suited to these assignments.