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Automotive and Transportation-Related Services
- Appraised a large, regional recreational vehicle dealership to be used in connection with the company's conversion from C corporation to S corporation status for federal income tax purposes.
- Valued nonvoting shareholder interests in a Mexican investment holding company that included the valuation of direct and indirect fractional ownership interests in 14 automobile dealerships, a vehicle leasing company, an auto dealership real estate leasing company and shares of closely-held stock in a commercial bank (all located and operating in Mexico).
- Provided business valuation and consulting services in a divorce matter that required appraisals of the family-owned trucking company, industrial equipment rental company, and demolition company.
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"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