How to Handle the Risk of Future Changes to Gift and Estate Tax Policy:
Why Business Owners and Advisors Should Prepare Now
…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…
There May Never Be A Better Time to Transfer Wealth to Your Kids –
But is it the Best Thing for Your Family?
This may be as good as it gets. When it comes to transferring wealth to the next generation, family business owners may never again…
Employee Stock Ownership Plans: Staying Proactive During Unprecedented Times
The employee stock ownership plan (“ESOP”) community has weathered economic uncertainty in times past; however, the recency of COVID-19 has presented new challenges…
COVID-19 Opportunities for Estate and Gift Tax Planning: Preserving Your Wealth
Despite all this uncertainty and challenge, there are always opportunities to be found. In this case, an opportunity for estate and gift tax planning.
Extreme Uncertainty: How Valuation Experts Should Respond to Today’s Volatility and Risk
With unemployment claims soaring and markets plunging, the risk of a major economic downturn becomes greater with each passing day.
Protecting Your Business in an Economic Downturn
With unemployment claims soaring and markets plunging, the risk of a major economic downturn becomes greater with each passing day.
Calculating Economic Damages for a Superbowl Champion
We apply accepted Economic Damage Theories to create a simple, compelling story for the trier of facts.
Value Driver Three: Higher Growth Potential
While growth is perhaps the most universally sought-after business objective…
Value Driver Two: Lower Risk
Every valuation considers the element of risk.
Value Driver One: Higher Profits and Cash Flow
Valuation methodology recognizes cash is king. Generating cash with higher earnings tends to require time.
