Services

Ten engagements where LHM does its best work.

LHM provides business valuation and commercial real estate appraisal, and handles the matters where the two have to be reconciled. The ten services below describe the engagement types Brian handles directly, each scoped to the review audience the work will face.

Commercial Real Estate Appraisal

Independent appraisal of commercial, industrial, and multifamily property for estate, tax, trust, partnership, litigation, and financial reporting matters across Greater Los Angeles and Southern California.

Date-of-Death and Estate Appraisal

Retrospective appraisal of commercial, industrial, and multifamily real estate as of a date of death or another past date, for estate tax, basis, trust administration, and probate matters.

Estate and Gift Valuation

Businesses, real estate, and ownership interests for estate and gift filings of any size, from a single property to a large planning portfolio, with discount analysis that holds up to IRS review.

Family Law Valuation

Businesses, professional practices, and real property in California dissolution matters, valued from one desk on the dates counsel needs, with Pereira and Van Camp and Moore/Marsden support.

Litigation and Dispute Support

Testifying and consulting expert work on business and real estate valuation disputes, including the matters where the two have to be reconciled.

Integrated Real-Property & Business Valuation

When the asset includes both operating-business value and meaningful real-property value, and separating them is part of the work.

Going-Concern and Special-Purpose Real Estate

Hospitality, senior living, healthcare, cannabis, and specialized industrial assets where operations and real estate cannot be separated.

409A and Complex Securities

Common-stock FMV in complex capital structures, including OPM, PWERM, Monte Carlo, and lattice models.

Purchase Price Allocation / ASC 805

Allocations involving real estate, intangible assets, contingent consideration, and audit-defensible methodology.

Portfolio, Fund, and Holding Company Valuation

ASC 820 portfolio valuations, holding-company NAV analysis, and complex multi-asset structures.

Not sure which service fits your matter?

Most engagements involve more than one of the services above. A short conversation usually clarifies the right analytical path before any scoping work begins.