A Family Limited Partnership
Preliminary Information Request

Please provide the following documents (if available):
1. Copy of the partnership agreement.
2. Any addendum or amendment to the partnership agreement, or any other agreements that may restrict the transfer of partnership interests.
3. Copy of transfer, sale or assignment documents.
4. Income statements with detailed income and expense line items for past five years (or since inception if less than five years).
5. Balance sheets for the past five years (or since inception, if less than five years).
6. Cash flow statements for the past five years (or since inception, if less than five years).
7. Tax returns for the past five years (or since inception, if less than five years).
8. Brokerage statement and listing of other securities held as of the valuation date.
9. Appraisals of real property.
10. Values of any other Partnership assets.
11. List of partners and percentage ownership interests.
12. Copies of any prior appraisals of the partnership interests.
13. If there are any general partners that are business entities (i.e. corporation or partnership), rather than individuals, please provide the operating agreements for these entities.
14. Any other applicable documents which could impact the valuation.

Please comment on the following issues:
15. Confirm the valuation date.
16. Provide a written description of the Partnership.
17. List the details of any non-recurring expenses.
18. Describe plans for future acquisitions or reinvestment of funds.
19. Provide details of prior transfers or transactions involving the partnership interests.
20. List partnership distributions and management fees for the past five years.

Please answer the following questions:
21. Who are the general partners?
22. What are the ages of the general partners?
23. Are the general partners in good health?
24. What are the general partners’ qualifications to manage the partnership’s assets?
25. What is the general partners’ distribution policy?
26. What, when and how much do they intend to distribute?
27. Are there any plans to dissolve the Partnership? If so, when?
28. What is the historic tax basis of underlying assets?
29. Does the Partnership have any interest-bearing debt? If so, please provide terms of any such debt.
30. Is there any other information not previously requested which could impact the valuation? If so, please provide appropriate data.