Business Interests
Operating companies, ownership stakes, and where the family's enterprise value sits
Page Access
TS
Thomas Smith
Principal
JS
Jane Smith
Principal
JB
Jeremy Buff
Executive Director
Value by Business
Enterprise Value
Total Market Value
unrealized vs cost basis
Total Cost Basis
Invested capital across all businesses
CostAppreciation
Unrealized Gain / Loss
Value Multiple
Cost vs. Market Value by Business
Cost
Gain
Business
Market Value
| Business | Market Value | Gain / Loss |
|---|---|---|
|
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Market Value
Entity Type
Jurisdiction
Website
Ownership
Valuation Date
Description
Owner
Ownership %
Action
Cost Basis
Market Value
Loan Balances
Equity
Gain/Loss
Return %
Articles of Incorporation
Entity formation documents
Operating Agreement
Management and ownership documents
Tax Returns
Annual tax filing documents
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Operating company or ownership stake