Providing well-supported mineral and royalty valuations for individual owners, families, and institutional investors.
Providing well-supported mineral and royalty valuations for individual owners, families, and institutional investors.
Fortivo provides independent, well-documented mineral and royalty valuations to help individuals, families, and their professional advisors make valuation determinations for estate planning, inherited-property tax basis, and financial decisions.
Experienced mineral professionals. Clear reporting. Confidence in your numbers.
If you've inherited mineral or royalty interests, understanding their fair market value at the applicable valuation date can be an important part of documenting your tax basis and planning future transactions. We prepare clear, USPAP-conforming valuation reports.
Most heirs don’t know their basis or rely on guesses. When it’s time to sell, those guesses can mean unnecessary taxes. With Fortivo, you get a precise, well-documented mineral valuation tied to the effective date, so your CPA can accurately evaluate gains and you can plan sales, gifting, or estate matters with confidence.
You've inherited mineral rights and need an FMV for the estate file.
You're planning to sell minerals or royalties and want to understand their value and potential gains.
Your CPA or attorney has asked for a formal FMV report.
You're an investor evaluating mineral or royalty interests.
We live and breathe minerals.
Our team brings together land, accounting, and geophysical expertise, with experience spanning thousands of mineral and royalty transactions and millions of acres across major U.S. basins. Our reports are clear, sourced, and defensible, with appendices that make decision-making easier.
We combine the experien
We live and breathe minerals.
Our team brings together land, accounting, and geophysical expertise, with experience spanning thousands of mineral and royalty transactions and millions of acres across major U.S. basins. Our reports are clear, sourced, and defensible, with appendices that make decision-making easier.
We combine the experience of a large transaction history with the personal attention and responsiveness of a specialized firm.
Every mineral interest is different. We start with a brief conversation to understand your needs, review the available information, and establish the appropriate valuation date.
We then prepare a clear, well-supported valuation report and work with you to address questions or any additional information before finalizing the report.
Usually, the county and state where your minerals are located, any available ownership documents, and the reason for the valuation. Don't worry if you don't have everything. We can help you determine what's needed.
Timing depends on the location, complexity, and information available. We'll discuss the expected turnaround before beginning.
Fees depend on the scope of the assignment. We'll review your needs and provide a quote before any work begins.
Copyright © 2026 Fortivo LLC - All Rights Reserved.