Insights

Valuation Basics for Business Owners and Investors

Basic tips for business owners and investors regarding valuation

Demystifying Business Valuation: Unveiling the Art and Science

Business valuation is a crucial aspect of corporate finance, providing insights into the worth of a business. Whether you are a business owner,...

Will Two Valuations Have the Same Conclusion?

A valuation is called an opinion of value for a reason. Appraisers, in most instances, must by professional and regulatory standards be independent...

Is Your Operating Plan Outdated?

Management completes the company’s annual plan and smiles. Click that Done checkbox! The plan is forgotten. In today’s rapidly changing business...

The Dollars and Cents Cost of Not Gifting Assets Now

You’re inundated with a deluge of articles and guidance emphasizing the urgency of transferring your assets out of your estate now. Your...

A Funded Buy Sell Agreement – Is it a Land Mine or a Gold Mine?

A big takeaway from COVID is the unexpected will happen and always at the worst time. Avoiding the future is as impossible as living forever. The...

Family Dynamics – Can Owners of Small Businesses Be Fair in Their Estate Planning?

Those of us working in the trusts and estates area see the strain when mom or dad dies, and no estate plan is in place. Siblings often go to war. ...

LinkedIn and Its Usefulness

The results from our very unscientific LinkedIn survey are in, and the results are, well, mixed.

Your Invisible Goldmine: Using Personal Goodwill for Better Tax Planning

Guest Feature by Ben Golden, Certified Tax Planner and Certified Tax Coach Imagine you have a hidden treasure, buried right beneath your feet....

Your Customer Base and Its Effect on Your Company’s Value

Can your customer base impact the value of your business? Absolutely! Your customer base’s size, loyalty, profitability, growth potential,...

Increase recurring revenue without a single new lead

Without new leads, a business cannot increase its revenues. Right? Wrong!

5 Ways to Increase the Value of Your Business

Does the value of your business reflect all the work you put in? Probably not. Shouldn’t it? Absolutely.

Gifting & The Stock Market

While the proverb “Every cloud has a silver lining” is always true, sometimes it’s hard to find the silver lining. Where is that lining for you, as...

ESOP Pro’s and Con’s

Making decisions about your business’ succession plan requires critical thinking

Your First Steps: The Parameters to Determine Before Your Valuation Can Begin

What needs to be decided before you engage a business appraiser?

How to Prepare for a Business Valuation

You have decided to have your business valued. Now What?

A Gift from the IRS

It’s rare we receive a present from strangers, but the IRS of all sources routinely provides one to surviving spouses. The assets surviving spouses...