Pecan Tree Oil & Gas, LLC

Primary Email*

Name Prefix

First Name*

Last Name*

Preferred name

Company Name

Are you representing a company or estate? Complete this field with the name of the entity. If this work is on behalf of yourself, leave this field blank.

Title

Primary Phone

Full Address

How did you hear about Pecan Tree Oil & Gas?

The name of the project

What name or business entity should this project be addressed to? This will also be the name used for the project contract and invoice.

Will this project have a different billing address?

Same as client address

Different address

Billing address to be used for this project's invoice (blank will assume same as your mailing address)

What is the property description for this project?

What are the goals of this project

Oil & Gas values are highly dependent on the circumstance for which they're being valued, similar to the difference between your home's list price, final sale price, and the county's tax appraisal basis. Select any/all that apply

Taxes will be OWED based on the appraised value. I need a single "fair market value" I can use (but the LOWER the better)

Taxes will be SAVED based on the appraised value. I need a single "fair market value" I can use (but the HIGHER the better)

Financial decisions will be made based on this value. I'd like a middle-of-the-road market value, with a high and low range.

Looking for a recommended LISTING/SALE price (likely ABOVE market value)

Looking for a recommended PURCHASE price (likely BELOW market value)

No preference

How will the results of the project be used? Who is the intended user?

Client

Client's immediate family

Client's extended family

Client's partner/spouse

Client's accountants

Client's attorneys

Client's agents for estate planning

Disclosure to buyers if limited to private and active negotiation of sale

Disclosure to lessees if limited to private and active negotiation of lease

Disclosure to sellers if limited to private and active negotiation of a sale

Unlimited or public disclosure to buyers, sellers, or lessees

Other

If "Other", please specify who will be using the results of this project.

What is the as-of date (or dates) of the project?

When do you need this project completed?

Any hypothetical conditions applied to project?

How are you associated with these minerals?

Who currently owns this property? What family/company names are associated with the property? (currently or historically)

How and when did the current owner acquire the interest? This can help with research and planning of the project.

What else should I know about this project?

Would you like to provide us the log-in information to your revenue statements (EnergyLink, etc) for easier access to the data?

What is the link to the website?

What is the username/number you use for logging into the revenue statement website?

What is the password you use for logging into the revenue statement website?

Please attach any relevant documents here for this project. There will be a place you can upload documents later as well, if you don't have them on hand now.

Do you need to discuss the project further with Tracy prior to the project scope, cost, and schedule being determined? We're happy to discuss any complicated or confusing situations with you as needed, however works best for you.

Nope, all good!

Yes, but I'll send a follow-up e-mail later with more details

Yes, I'd like to schedule a call

Intake Form: All in one

About You

About this project

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