Finance & Valuation

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Blog, Finance & Valuation

How Business Valuations Are Impacted by PPP Loans

November 30, 2020

Here are three basic questions a business owner might have regarding PPP funds and private company stock valuations.View
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Blog, Finance & Valuation

COVID-19’s Economic Impact Provides Estate Planning Opportunities

September 22, 2020

The economic recession produced by the global COVID-19 pandemic has created hardship for many businesses and generally speaking has had a negative impact. However, this unfortunate situation has also presented unique estate planning opportunities.View
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Blog, Finance & Valuation

4 Hidden Drivers of Private Company Valuation

February 6, 2020

Here are four universal valuation drivers that your business can leverage to increase its value.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: ESOP Fables

January 30, 2020

On Thursday, January 30, 2020 join us for our Center for Private Company Excellence Seminar.View
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Blog, Finance & Valuation

3 Common Questions About Commercial Mortgages

December 5, 2019

Considering a building purchase for your business? Here are answers to three common commercial mortgage questions.View
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Blog, Finance & Valuation

Tax Decisions Can Impact Proceeds When Selling a Business

August 14, 2019

Taking time to ensure that everything in your tax house is in order in advance of the sale of a business can help you avoid unwelcome surprises during the sales process as well as potentially lower proceeds from the transaction.View
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Blog, Finance & Valuation

GDPR – It’s Coming to the U.S. Quicker Than You Think

June 20, 2019

It’s a good idea to begin getting up to speed on current and pending legislation regarding data privacy, and determining how it may impact your organization.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: Family Business Mini Conference

October 24, 2019

On Thursday, October 24, 2019 join us for our family business mini conference.View
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Events, Finance & Valuation

Center for Private Company Excellence Seminar: Using Valuation Metrics as a Measure of Your Company's Performance

May 22, 2019

On Wednesday, May 22, 2019, join us for a seminar that will address using valuation metrics as a measure of your company's performance.View
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Blog, Finance & Valuation

How Will Interest Rates Impact You and Your Business?

March 7, 2019

Here are nine of the most prevalent ways that higher interest rates impact businesses and business owners.View