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 inherit from their deceased spouse can be stepped up to fair market value, with no federal estate tax impact!
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 a business owner?
Cannabis, It’s Not “Up in Smoke” Anymore!
The classic 1978 film Up in Smoke relates the misadventures of Pedro and Man (Cheech and Chong) who unwittingly smuggle a truckload of marijuana from Mexico into the US. Today, marijuana is a highly
Building a Defensible Business Valuation
You have decided to have your business valued. What documents and information should you expect to share with the appraiser for them to prepare a defensible business valuation? Your Privacy You
How to Prepare for a Business Valuation
ou have decided to have your business valued. Now what? Most Importantly Most smaller businesses serve a niche that large companies cannot or will not compete in. You may provide a product
Your First Steps: The Parameters to Determine Before Your Valuation Can Begin
You have decided to have your business valued. What needs to be decided before you engage a business appraiser? Most Importantly Whether you or your advisors require a business to be valued
Building a Defensible Business Valuation
You or your client have a closely held business where information is typically kept private and shared on a must-know basis only. As CPAs and members of the American Institute of Certified Public Accountants (AICPA), we adhere to the AICPA’s Code of Professional Conduct that includes a Confidential Client Information Rule. We cannot disclose any confidential client information without your specific consent in writing. In addition, we maintain a highly secure portal for the easy sharing of all information.
Upfront Decisions
You have decided to have your business valued. What needs to be decided before you engage a business appraiser?
Is Your Business Nothing Without You?
Are you leaving money on the table? Over the combined 50+ years the team at JBVal has performed valuations, we hear from proud business owners, “This business would be nothing without me.” It’s inevitable
Why 99% of businesses don’t reach profit potential
Every company wants to increase profitability. The first place they should look is actually not to new leads, but inward at their own operations. 99% of businesses are missing out on potential profits. With minor
How a small minority of family businesses thrive through transition
70% of family businesses fail before reaching the second generation, 90% before the third (source: Family Business Institute) Do you want this to happen to you? Did you know there is such a high
Increase recurring revenue without a single new lead
Even when business is going great and you have a full backlog, in the background lurks the stress to find your next lead. Even truer when times are tough!Without new leads, a business cannot increase
