For appraisals, we ask for our intake/discovery form to be completed before anything else. We will schedule a 30-minute consultation with you once we begin working on your project. [If you get ERROR 503 with the form link, email kelly@pecantreeog.com]
For many owners, the mineral portfolio has been neglected for years, if not decades. While theoretically the #1 output of the appraisal is to determine the market value, the biggest practical output is having an expert review, organize, analyze, and explain what you own. Many of clients uncover missing wells, suspended royalty payments due to them, title document that need filed, and other surprises along the way.
Many mineral owners regularly receive offers to sell their mineral rights, but how do you know if the highest offer is fair? Although there are rules of thumb you can follow, or a free online mineral rights value calculator, these methods often give you an inaccurate and sometimes low estimate of the value of your mineral rights. If you are planning on selling your mineral rights, you should hire an independent, third party professional to establish the actual price per acre of your mineral rights.
Want a quick-look without the wait time of an appraisal? Check out Pecan Estimate, our custom software designed to provide mineral owners with a quick and rough valuation of their assets. While Pecan Estimate offers a ballpark solution without the wait time of a full appraisal, it’s important to note that this tool may not be suitable for all needs—especially for tax or legal purposes. However, if you require a quick-look valuation to consider a sales offer or similar purposes, this could be a valuable option for you. And, your first property is free!
The restricted-use appraisal report intended only for use by the client, and is typically 15-20 pages of details supporting a Professional Engineer’s opinion on the current and future value of the asset. These reports are typically used by owners as a solid foundation to negotiate leasing or selling your minerals and can be customized to your specific needs. The restricted-use appraisal is called a “restricted appraisal” by the USPAP, and all report of any size provided by Pecan Tree follow the USPAP ethics and competency rules.
The formal appraisal is presented in a longer format that is suited for external use (also following USPAP guidelines). These reports are typically used for tax purposes, estate planning, and other legal matters. Due to the greater reporting requirements and time involved, pricing for formal appraisals is about 30-50% more than a restricted appraisal.
If you own mineral rights, there is a good chance you inherited them from your family, and usually without any clue what the value of those minerals are for your tax basis. Without a basis the tax assumption is $0 value. If you then sell your mineral rights, you’re taxed capital gains on ALL of the sales price, even if it was ACTUALLY a capital loss! A retrospective appraisal will establish the mineral value as of any historical date. The retrospective appraisal is a formal appraisal that follows USPAP reporting format and takes about a month to complete.
The capital gains tax is based on the increase in value of the mineral rights between the date of inheritance and the date of sale. The federal capital gains tax rate is typically 15% – 20%.
I recently had call to hire Tracy of Pecan Tree for a valuation of mineral rights I intend to sell. The only trouble I had working with Tracy is she made the competition look like either ignorant clowns, self-important posers, or outright crooks.
Tracy explained in simple terms some of the complexities of oil and gas valuation, processes, terminology, and methodologies. She told me more in five minutes than an exhausting half hour conversation with a representative of another organization. She is not only easy to communicate with, but gracefully transitions to nuanced arguments when needed.
Her final report was thorough, well documented, easily understood, and I expect will pay for itself when these interests hit the market. Certainly, it gave me confidence and peace of mind knowing where I stand and what I can expect financially.
It’s not just me. When I asked another professional, I was told I could hardly do better than working with Pecan Tree. I would recommend Tracy and Pecan Tree without reservation.
“Tracy & her staff have been awesome at what they do. Tracy was recommended to me by a friend and I have absolutely no regrets on having her help me with what I needed. If you have royalties? I HIGHLY recommend her company!!! She responds to every single email and is a very courteous and sweet person!! I just can’t say enough about them.”
“I recently needed some inherited mineral property appraised for capital gains purposes and to also help me evaluate various purchase offers. Pecan Tree Oil & Gas gave me a comprehensive and objective report based on scientific analysis and extensive industry knowledge. I would highly recommend their services!”
My wife needed an appraisal of some inherited mineral rights. It isn’t easy to find someone to do this, especially at a reasonable cost. Tracy did an outstanding and thorough job. When the appraisal was finished she spent an hour with us going over the details and methodology and was very patient and clear in her explanations. We now have a much better understanding of our holdings. We were very satisfied and would highly recommend Tracy.
I recently had call to hire Tracy of Pecan Tree for a valuation of mineral rights I intend to sell. The only trouble I had working with Tracy is she made the competition look like either ignorant clowns, self-important posers, or outright crooks.
Tracy explained in simple terms some of the complexities of oil and gas valuation, processes, terminology, and methodologies. She told me more in five minutes than an exhausting half hour conversation with a representative of another organization. She is not only easy to communicate with, but gracefully transitions to nuanced arguments when needed.
Her final report was thorough, well documented, easily understood, and I expect will pay for itself when these interests hit the market. Certainly, it gave me confidence and peace of mind knowing where I stand and what I can expect financially.
It’s not just me. When I asked another professional, I was told I could hardly do better than working with Pecan Tree. I would recommend Tracy and Pecan Tree without reservation.
“I inherited a piece of property in West Texas that I had never seen before and knew very little about. Tracy’s Quick Look evaluation provide the pertinent data and information that I’ve found quite helpful in the further knowledge of my land. I definitely would recommend her services for anyone in a similar situation such as mine.”
“Wow! My family and I went from zero knowledge to renegotiating our oil lease with 100% success after Tracy completed and debriefed us on the Quick Look report she did for us. We were on a short timeline to get the lease signed and Tracy was able to complete the report in 24 hours. The Quick Look was professionally written, thorough and comprehensive. For the first time we gained an understanding of the geography, drilling trends in area, and strategies for protecting our rights. We implemented all of her recommendations on the lease renewal negotiations resulting in additional bonus revenue and better post production cost terms. The conference call to review the report was invaluable to our learning process. I highly recommend her services.”
“Tracy & her staff have been awesome at what they do. Tracy was recommended to me by a friend and I have absolutely no regrets on having her help me with what I needed. If you have royalties? I HIGHLY recommend her company!!! She responds to every single email and is a very courteous and sweet person!! I just can’t say enough about them.”
“What a great and needed service to protect the ‘little guy’. Tracy has the professional expertise and the personal touch to help owners understand the value of what they own and assess opportunities for the future.”
“I’ve always been impressed with Tracy’s wholistic understanding of the oil & gas business, and her ability to turn data into insight. She sees the big picture when the rest of us get caught in the weeds, and asks the right questions when the people around her are getting tunnel vision. Pecan Tree Oil & Gas would be my first call for an honest, accurate evaluation of my property’s value.”
“I recently needed some inherited mineral property appraised for capital gains purposes and to also help me evaluate various purchase offers. Pecan Tree Oil & Gas gave me a comprehensive and objective report based on scientific analysis and extensive industry knowledge. I would highly recommend their services!”
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