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…
Read More
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…
Read More
Welcome Andrew Carey
Adamy Valuation is pleased to announce that Andrew Carey has joined our team as an analyst.
Read More
Analysis of Latest DOL Process Agreement over ESOPs
Latest U.S. DOL Process Agreement with an ESOP Trustee – WealthSouth.
Read More
History of Adamy
Adamy Valuation has been providing executives, business owners, attorneys, and fiduciaries with expert, independent business valuation services for decades.
Read More
Our Commitment to Intellectual Curiosity
As lifelong learners who serve clients by solving meaningful financial problems, our team at Adamy Valuation continually builds our expertise in this ever-changing environment.
Read More Trust Adamy Valuation with You or Your Client’s Valuation Needs & Problems
Executives are often faced with the crucial question, “Who can I trust?” How this question is answered can impact the livelihood of thousands of employees and other stakeholders.
Read More
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…
Read More 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.
Read More 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.
Read More