Valuation Report
Choose the Best Type of Business Valuation for Your Organization
Business valuations serve many purposes. Valuations are often conducted to support business planning, accompany estate and gift tax reporting, assist in marital dissolution, determine share value for Employee Stock Ownership Plans (ESOPs), facilitate exit planning and...
Plan for the Future: Understanding the Value of Your Family Business
While preparing your succession or estate plan, you should value your family business both internally and externally because your company has multiple values depending on the valuation standard used. The different results can help you determine whether to keep the...
Standards of Value: Which Is Used When?
Business valuations are conducted with a specific purpose in mind. This purpose suggests — and sometimes dictates — the standard of value to be used in the valuation. For example, the standard used for a business liquidation is different from the one used for a gift...
How to Avoid Estate Litigation — Stick to the 3 Ds
You might think that the enormous transfer of wealth from baby boomers to their heirs — $68 trillion over the next few decades — is causing great joy among beneficiaries. Unfortunately, this is not the case. Along with increasing wealth transfer, there’s also been an...