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Blog, Finance & Valuation

What Is Fueling M&A?

June 14, 2018

Merger and acquisition activity has increased significantly in the second quarter of 2018. We are busy supporting buyers and sellers in potential transactions. Here are seven key drivers we see fueling these transactions.View
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Blog, Finance & Valuation

Private Company Internal Transfer Options: Redemption vs. Cross-Purchase

April 17, 2018

One of the major choices business owners need to make when drafting a shareholder agreement is whether to structure the transaction as a redemption or as a cross-purchase.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: S vs. C Corporation

April 24, 2018

On Tuesday, April 24, 2018, join us for a seminar that will address how to adapt your private company to the new tax law.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: Identifying and Effectively Eliminating Wastes in Business Processes

May 10, 2018

On Thursday, May 10, 2018, join us for a seminar that will address how to build value in your business by managing the seven wastes.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: Private Company Transition Mini Conference

June 13, 2018

On Wednesday, June 13, 2018, join us for our private company transition mini conference.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: Developing the Next Generation of Leaders in a Family-Owned Business

September 20, 2018

On Thursday, September 20, 2018, join us for a seminar on developing the next generation of leaders in a family-owned business.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: Income Tax Structuring Considerations for Companies in Transition – Managing Income Taxes in Your Transition Plan

October 18, 2018

On Thursday, October 18, 2018, join us for a seminar that will address managing income taxes in your transition plan.View
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Blog, Finance & Valuation

A Quality of Earnings Report Can Help Raise the Multiple When Selling Your Business

February 20, 2018

If you are contemplating selling your business, consider having a quality of earnings (Q of E) report completed as part of the process before you start entertaining prospective buyers.View
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Blog, Finance & Valuation

The Stars Are Aligning for the Philanthropic

December 1, 2017

With stock returns at high levels, it may be a good time to make any larger charitable donations that you have been thinking about.View
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Blog, Finance & Valuation

Maintaining Wealth Through Generations

October 5, 2017

Studies show that a high percentage of wealthy families lose their wealth by the 2nd generation. It's important preserve your family’s wealth & your legacy.View