What Does a Bear Market Mean for RIA M&A?
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
When is the Right Time to Sell a Company?
While only a business owner can truly know when the time is right to sell their company, working with an advisor during the early stages of their plan…
How to Select the Optimal ESOP Valuation Advisor
For employee stock ownership plan (ESOP) trustees, choosing the right valuation advisor is critical. The valuation of the company’s stock is arguabl…
Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners
The Biden administration’s original tax proposal sought to raise the capital gains rate for people earning above $1 million from 20% to 39.6% in add…
Are You Worried About Capital Gains Tax?
What will the new rate be? Will it be enacted retroactively? Is there any chance changes won’t go into effect until 2022?…
Managing Your Business Through the Coronavirus
Business leaders across the globe are wondering about the coronavirus’ (COVID-19) impact on the economy and what a company can do to help its employ…
Four Ways to Maximize a Company’s Value Before a Sale
When an owner decides to sell the business, they need to maximize the company’s value to generate the greatest opportunity for liquidity on one of t…
Valuation methods and benefits
When business owners are interested in selling their company, how does the owner know how much their company is worth? …
Why should I get my company valued?
It seems like a simple question but a business valuation can be needed for a variety of reasons. …
Valuation considerations in a sale to an ESOP
Business owners interested in a liquidity transaction should give consideration to all available options, which typically include selling to a strateg…