Determination of Fair Value of Equity Interests - Value Optimization Services

Stout served as the exclusive financial advisor to Lupe Tortilla in connection with the determination of the fair value of equity interests in fourteen limited partnerships (each which operated a separate Lupe Tortilla restaurant) and the Lupe Tortilla trade name (which was held by a separate entity). Our valuation analysis was used for the purpose of consolidating the subject interests into one entity (NewCo). As the ownership percentages differed in each limited partnership, a separate valuation of each separate limited partnership and the trade name was conducted in order to determine each individual’s ownership in NewCo. The formation of NewCo further aligns the shareholders’ interests with the long-term success of Lupe, allowed management better access to debt financing for future restaurant construction, and simplified the management of the operations and accounting and audit process.

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