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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
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
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 27, 2018
On Thursday, September 27, 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