Alyssa Orr is a Senior Vice President of AltaView and is located in the firm’s Orange County office. Alyssa has extensive experience in determining discounts for lack of control and lack of marketability for fractional interests in real property and for interests in business entities, which hold real property, marketable securities, and other traditional and non-traditional assets.
 

Alyssa has provided business valuation and financial advisory services for numerous purposes including estate and gift taxation, income tax requirements, buy-sell agreements, and other tax, corporate, and litigation-related matters. She has provided valuation services to a broad client base, including private equity funds and hedge funds, law firms, accounting firms, and high net worth individuals. Her unique background and expertise make her an ideal advisor for valuations that will be subject to significant scrutiny.

Alyssa has expertise in the following areas:

 

• Privately owned companies and asset-holding companies, including real estate holding companies

• Discounts for lack of control and lack of marketability

• Second-level (or tiered) discounts

• Built-in gains analyses and corporate structure discounts

• Undivided interests in real and personal property

• Limited partner interests in private equity and hedge funds

• Fixed income instruments including intra-family promissory notes

• Establishing preferred yields and appraising “preferred freeze” structures

• Income and remainder beneficiary interests in a wide range of trust structures

 

Prior to joining AltaView, Alyssa was a Senior Vice President at Stout Risius Ross, LLC. Prior to that position, she served as an associate at FMV Opinions, Inc.