SERVICES
Appraisals and asset reports
Independent appraisals, evaluations, and engineering analysis for oil and gas interests — scoped to the facts and the decision they have to support.
The intended use is set first. The report is built from there.
Fair Market Value Appraisals
ESTATES, GIFT, FINANCING, M&A, OWNERSHIP CHANGES
Independent USPAP-compliant opinions for estate and gift transfers, ownership changes, financing, and related reporting.
Per-well decline-curve analysis and market-supported production forecasts produce a documented, defensible value opinion — not a flat discount applied to a spreadsheet total.
Retrospective / cost-basis appraisals
HEIRS, FIDUCIARIES, TAX COUNSEL
Historical cost-basis determinations for inherited mineral assets, prepared with IRS-oriented documentation.
Used to support capital gains planning and tax reporting when the original basis of inherited minerals is incomplete or undocumented
Asset reports
EXPLANATION OF INTERESTS
Engineering written to show what the asset is doing, what remains, and what the facts support. An assignment may include one of the following, or more than one.
Operator activity and development
Operator practices in a defined area, and engineering analysis of remaining locations. Used when undeveloped potential is part of the story.
Cash-flow analysis
Scenario-based projections of production, activity, and cash flow, with the assumptions stated.
Investment and asset review
Review of a working-interest, mineral, or related opportunity before capital is committed — or after it is. Deal structure, decline assumptions, and downside cases.
SPECIALIZED ASSIGNMENT
Roth conversion support
Conservative, independent appraisals used when conversion reporting requires a producing-well fair market value.
Primary weight on existing producing wells and current performance, with little or no value assigned to undeveloped locations. Offered as an appraisal engagement — not a packaged investment product.
What an engagement produces
Intended use and scope, stated
The interests and properties covered
The analysis that belongs in that assignment
Assumptions and sources
A signed appraisal when the assignment is an opinion of value
Limiting conditions and the engineer’s certification when required
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