Note Appraisals

PTE, Inc. provides Nationwide Valuation Appraisal Services for Secured and Unsecured Promissory Notes. If you need a Valuation Estimate or an Appraisal of today’s cash value of your secured or unsecured notes, for the purpose of Estate Planning, Financial Planning, Income Statement Preparation, Balance Sheet Preparation, or any other purpose we invite you to call us at 900-200-7109 or email david@ptenterprize.com.


Why would you need a note or cash flow appraisal?

Possibly for one or more of the following reasons:

  • Estate Planning
  • To save you or your clients from overpaying taxes.
  • A note in probate may need to be appraised.
  • Notes invested in a pension/profit-sharing plan may need an annual valuation.
  • A client may be receiving payments from a personal injury settlement.
  • A note accepted in a divorce settlement.
  • An independent 3rd party is needed to evaluate a note for a cash settlement.

We Appraise

  • Secured and unsecured notes
  • Business notes with and without real estate
  • Seller Carryback notes from sale of real estate
  • Seller Carryback notes from sale of a mobile home
  • Promissory Notes–Trust Deeds–Mortgages
  • Personal notes
  • Gift notes
  • Bank notes
  • Commercial notes
  • Property settlement notes
  • Partial Interest notes
  • Real estate notes