Finance & Valuation

What We Can Learn from the Failure of Silicon Valley Bank

March 21, 2023

The swift failure of Silicon Valley Bank (SVB), an extremely popular bank for start-ups, has continued to make headlines. As federal regulators have continued to address the issues caused by SVB's failure, this ordeal brings up critical questions.View

Federal Gift Taxes – How to Plan for an Uncertain Future

February 6, 2023

Congress has historically passed legislation that shifted gift giving amounts and exclusions, making the process to optimize the timing and amount of gifts a bit tricky.View

4 Considerations for a Family Business Transfer

December 6, 2022

Here are four key financing considerations that family business owners should keep in mind when planning to transfer ownership to the next generation.View

What High Inflation Means for the Value of Your Business

August 23, 2022

Throughout 2021 and 2022, inflation has ramped up significantly. As inflation takes hold and fiscal and monetary responses have attempted to slow it down, it brings up the question of how it impacts business value.View

M&A Trending Multiples as We Enter the Second Half of 2022

June 30, 2022

Having a clear understanding of recent multiples trending in your industry can help you better determine your business’s value and plan for an eventual transaction. This article will summarize information from the DealStats Value Index for Q1 2022.View

5 Things to Consider When Determining if Your Acquisition Target is Right for You

May 16, 2022

With business acquisitions becoming more costly, acquirers need to be careful when selecting their targets and ensure the desired return on investment will be met. Here are five non-monetary factors to keep in mind and some important questions to ask yourself when considering an acquisition target.View

LIBOR is Finally Going Away. Here’s What You Need to Know

March 22, 2022

In 2017, financial authorities announced a phaseout of the use of LIBOR.View

Family Business Transition – Where to Begin?

February 7, 2022

Despite the benefit of having a natural successor, family business transfers need to be planned appropriately to factor in leadership succession, estate planning, and the actual ownership transfer.View

4 Items to Consider When Developing Valuation Formulas for Buy-Sell Agreements

October 1, 2021

Here are four considerations for the development of buy-sell formulas.View

Why Privately-Held Businesses Receive Valuation Discounts – Part 2

August 16, 2021

Privately-held businesses are generally entitled to receive two types of valuation discounts. One is the discount for lack of marketability (DLOM) and the other is the discount for lack of control (DLOC). This blog post will focus on the DLOC.View