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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.

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Shareholder, Houston-Based Law Firm (20+ Attorneys)
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Principle of a privately-held investment management company
“You did a great job!”
Shareholder of indoor/outdoor RV & boat storage business
“I never had to worry about any bases being left uncovered. Thanks again!”
In-house attorney, personal injury law firm, Houston, Texas
“...well documented and authoritative.”
General Partner, Houston based Family Limited Partnership.

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