Private stock gifts can be an excellent way to fulfill your giving plans, but cutting corners on the appraisal can prove costly.
A Qualified Appraisal: The Key to Effective DAF Giving
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Insights & News
Boomers Want Out: Business Exit Strategies for Your Clients
Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers retiring between 2019 and 2020 alone.
What CFOs Should Know When Preparing For Goodwill Impairment
Recession fears and Fed rate hikes continue to dominate business news headlines. CFOs are examining their companies’ financial positions and seeking to fortify their balance sheets. Acquisitive companies will need to take a closer look at goodwill this year for...
Adamy Valuation Expands Service Area with Two Experts in Southwest Florida
“We’re excited to have Michelle and Jeff expand their service areas into Southwest Florida. Both of these experts have roots in Florida and are excited to work closely with other professionals in the area.” – Nick Adamy.
Adamy Valuation Hires Jeffrey Denning as Managing Director
An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit.
Considering an ESOP? Start here!
An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit.
Financial Reporting – Why You Should Hire a 3rd Party Specialist
Is your company planning an upcoming acquisition? Read on how Adamy can help.
Hiring a 3rd Party Specialist for Business Combinations Accounting
Would you perform your own appendectomy? Then don’t tackle your own Business Combination!
Interest Rates & Inflation: How they Impact Business Values
The current state of our economy has everyone feeling the effects of rising interest rates and inflation, whether buying a new car or making a trip to the grocery store.
The Importance of Estate Planning Valuation
For closely held and family-owned businesses, a strategic estate plan is an essential part of protecting wealth and after-tax net worth.
Estate Planning: The Bear Market Silver Lining
The U.S stock market has officially entered a bear market for the first time since the Covid-19 pandemic sent the stock market into a brief but deep dive back in March of 2020.
Tax strategy that charitably inclined business owners should be aware of when selling a business
When selling a business, owners who are charitably inclined can get a much bigger charitable bang for their buck if …
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