Search and Filter Finance & Valuation

image

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
image

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
image

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
image

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
image

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
image

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
image

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
image

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
image

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
image

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