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Case Studies

Date Entered: 05/15/2019
Subject: Valuation Case Study Auto Dealership
Attachment: 162.pdf (Original file name: Valuation Case Study-Automobile Dealership.pdf)

This small automobile dealership with an excellent car manufacture’s franchise had enjoyed robust growth over the past decade. The future promised similar growth. The owners wanted to pass the fruits of their labours onto their children who were active in the business, and see it continue. They were concerned about the tax liability that would be triggered by their death and its impact on the sustainability of the business. They decided on an Estate Freeze to remove the uncertainty; but first they had to get the property valued. To learn more, click on the attachment and view this PDF document using an Acrobat Reader Plug-in (available as a free download from the Adobe Web Site, www.adobe.com).

Case Studies is a free service provided by Turner Drake & Partners Ltd. to decision makers with property portfolios in Canada. In order to assist clients better understand how they can utilise our services to improve their bottom line, we have provided information on actual assignments conducted by our various Divisions. Case Studies are archived on the public area of our web site at www.turnerdrake.com/newsresearch/casestudies.asp.