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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
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.ViewEvents, 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.ViewEvents, 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.ViewEvents, 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.ViewEvents, 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
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
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
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
Blog, Finance & Valuation
Why Managing Earnings Actually Reduces the Chance of Value Creation
August 10, 2017
When earnings are managed on a regular basis (i.e. quarter-to-quarter), owners can lose site of whether the company is truly performing to its expectations.View