Experienced Appraisers
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Hotels, Restaurants & Leisure
- Appraised several organizations related to a closely-held regional Mexican restaurant chain for estate tax purposes, which included: the franchising organization and its "restaurant system," individual restaurants, bakeries, a marketing company, a merchandising company, and real estate management companies.
- Completed several rounds of appraisals of several closely-held business organizations related to a closely-held tri-state restaurant operation including the restaurant operations within each state, the franchise management company and its intellectual property. The conclusions of our analyses were used to support transfers of equity interests by gift.
Why Choose Our Firm
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We're Accredited Senior Appraisers with MBAs.
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We have broad experience in multiple industries.
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We help clients in a wide range of solutions.
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We provide first-class analysis, first-class service.
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Valuations for Gift, Estate & Tax
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Planning Support in Business Transactions
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Resolving Business & Marital Disputes
Hear from Our Clients
"I wanted to take this opportunity to thank you and your team""I wanted to take this opportunity to thank you and your team for all your hard work on providing an opinion of fair market value regarding membership interests of my Company."
- Principle of a privately-held investment management company
