Law Firm of David Zweig

We were engaged to provide valuation services to the tax law firm representing the US and Mexican families that own this large distributor of food and beverage products in Mexico. Certain shareholders of the company were of US nationality and were transferring business assets and IP into US partnerships held by a US trust. We valued the assets and IP under IRS fair market value requirements. The analysis was complicated by the fact that the enterprise was operating under multiple entities with different ownership.