OakTree Aviation Services LLC

OakTree Aviation Services is an aircraft appraisal firm based in California. The home office is in Exeter, with a Southern California office in Burbank that is open by appointment. The firm has served clients nationwide since 1998.

The firm provides USPAP compliant appraisals for bank financing and collateral review. It also does estate, trust and fiduciary appraisals, divorce and litigation support, and IRS compliant donation appraisals. Pre-purchase and pre-sale valuations and damage history reports are also available.

Its appraisals cover fixed-wing and rotor-wing aircraft. The firm says helicopter appraisals need extra attention to life limited components and STCs. It does not do desktop appraisals. Each aircraft is inspected on site, and the firm travels anywhere in the country for assignments.

Its clients include banks, attorneys, fiduciaries, aircraft owners, buyers, sellers and donors. The practice is limited to general aviation and business aviation aircraft. It does not appraise commercial airliners or airline fleet assets.

OakTree also offers buyer's agent representation. This covers mission review, aircraft selection, due diligence, negotiation and closing. Its aviation consulting covers ownership planning, market review and records review.

The firm's senior appraiser holds the Senior Certified Aircraft Appraiser credential from the Professional Aircraft Appraisal Organization. The website says all appraisals are developed under that appraiser's direct supervision and follow current USPAP certification.

The website says the firm has more than 30 years of aviation consulting experience. It also offers damage and diminution of value analysis, retrospective date-of-value opinions and asset verification. Most inquiries receive a response within one business day.

Services

• USPAP compliant appraisals
• Bank and lender appraisals
• Estate and fiduciary appraisals
• IRS donation appraisals
• Helicopter appraisals
• Damage history reports
• Pre-purchase valuations
• Buyer's agent representation
• Aviation consulting
• Retrospective date-of-value opinions