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As calendar-year entities start work on their year-end financials, it’s important to remember that financial reporting is about more than compliance. Fina...
Factoring Tax Law Changes into a Business Valuation
Sep 16, 2025Several provisions of the One, Big, Beautiful Bill Act (OBBBA) — enacted on July 4, 2025 — alter the tax rules for businesses. The new law generally extends...
Business Valuations Must Look to the Future, Not the Past
May 22, 2025Historical financial performance is just one piece of the business valuation puzzle. While it provides a starting point, its relevance depends on whether the bu...
Can Marketability Discounts Apply When Valuing Controlling Business Interests?
Oct 29, 2024Discounts for lack of marketability are well established when valuing minority interests in closely held businesses. But many valuation experts believe that con...
How Financial Statements Are Used to Value a Business
Sep 12, 2024Financial statements are an important piece of the business valuation puzzle. Appraisal professionals typically consider three approaches when valuing a busines...
A Business Valuator Is a Must-Have When Filing a Business Interruption Claim
Aug 01, 2024Meteorologists warn that the 2024 hurricane season could break records, possibly surpassing 2020, the worst hurricane season on record. Even if hurricanes aren&...
Business Owners: Understanding Value Is Key to Updating Your Estate Plan
Jul 07, 2024Summer is a great time for business owners to review their estate plans. Maybe your kids are home for summer break, so they’re top of mind. Or perhaps you...
What’s the Difference Between a Calculation of Value and a Conclusion of Value?
May 14, 2024Most business valuation assignments call for a conclusion of value. However, there may be times when a calculation of value can be a quicker, more cost-effectiv...
Installment Sales Can Be a Win-Win for Buyers and Sellers
Mar 25, 2024For federal income tax purposes, an installment sale is when at least one payment of proceeds from an eligible sale is deferred until after the end of the tax y...
How Accounting Expertise Can Add Value to a Business
Mar 08, 2024Accounting has traditionally been focused on historical data and compliance for regulatory and lending purposes. However, it’s now at the center of strate...
