Finding Efficiency in the Complex


An attorney from a major law firm referred us for a valuation of an assisted living center. We were tasked with this valuation because of its complexity and unique circumstances. The company had numerous locations and sizable operating complexities to consider. The patriarch of the family and owner of the company had begun gifting shares of the operating entity to one of his sons. The company’s structure is unusual for the industry, and very complicated consisting of 7+ operating companies and 7+ real estate companies. In total, there were more than 20 entities – whose valuations we summarized into one report.


Our careful analysis and assessment of the entities, coupled with the time we dedicated to understanding the structures, resulted in a strategic method for the most efficient way to value the company. We were able to structure the project deliverable into just a half-dozen reports covering 20+ entities, which eased the valuations’ complexity. This benefited not only the owners, but also the auditors, IRS, and other potential users of the valuation. We used creative thinking to develop a process to increase efficiency that resulted in a less expensive solution for the client.


Two years later, after the founder’s passing, an estate valuation was needed to assess the value of an ownership interest for an estate tax return. It could have been an arduous task for leadership from a strategic perspective, but since we were able to consult with them on the approach up front, and assess varying ways to accomplish the task, it was executed cost effectively and with satisfying results. Our ability to work creatively and put the client’s needs ahead of extensive fees, has consistently yielded us additional referrals from our client-a nationally ranked law firm. Additionally, we have become known in the nursing care industry for our ability to navigate complex valuation scenarios. Excellent work yields additional opportunities.