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

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
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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