by Becca Barth | Mar 29, 2021 | Insights
Organizational planning is foundational to achieving sustainability and long-term success. A business valuation can support this initiative by defining objectives and identifying key strengths, areas for improvement, and meaningful opportunities. Matt Bakker,...
by Becca Barth | Mar 22, 2021 | Estate Planning, Insights
A transition of company ownership, whether internal or external, is a complex process. Before attempting to sell a business, owners should make sure they are ready. This means determining their desired outcome, developing transition thinking, understanding options,...
by Becca Barth | Oct 28, 2020 | Insights
Families have experienced significant changes in 2020 in how they work, learn, shop, visit friends and family, and even get divorced. Studies show that divorce filings are up 34% so far in 2020 compared to the same time period last year. With continued uncertainty...
by Becca Barth | Sep 30, 2020 | Estate Planning, Insights
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year (see the excellent article my colleague, Kaylee Simerson wrote on that topic here), Here is another reason: valuation discounts are the highest they have...
by Becca Barth | Jul 23, 2020 | Estate Planning, Insights
Late spring, I discussed the anticipated opportunity for estate and gift planning given the favorable business valuation and tax regime climate (previous article). We have learned a lot since then, and although business valuations are still somewhat soft, the focus...
