For What It’s Worth...
We provide litigation support in the form of the direction of demands for and analysis of discovery documents. We provide expert reports with respect to franchise valuations for purposes of damages in franchisor-franchisee litigation, tax litigation, partnership or shareholder disputes, and property settlement conflicts.
FOR ESTATE PLANNERS
We provide valuations and fair market value appraisals for gift and estate tax purposes. We provide oversight for the entire succession and estate planning process with document review and planning suggestions. We liaise with the franchisor to obtain necessary approvals and consent to transfer.
FOR CPA'S AND OTHER FINANCIAL PROFESSIONALS
We provide review and analysis of the franchise holdings of clients with an eye toward valuations for purposes of buy-sell, family partnership and succession, and estate planning purposes. We provide oversight of legal documents and assistance with structure and obtaining franchisor consent when necessary.
FOR FRANCHISE SELLERS
We analyze fair market value and the legal and financial considerations in the proposed sale. We analyze the tax elements of all proposed transfers seeking to yield the seller the highest bottom-line return using outright sales, installment sales, retention of overriding royalties, family limited partnerships, and other tools. We also provide liaisons whenever useful with the franchisor to obtain the required approvals for transfers.
We work mainly through attorneys and franchise consultants representing franchise systems, area developers, franchisees, distributors, or dealers in all industry segments, including: