Business Valuation Resources

Business owners often turn to valuation professionals for help during the merger and acquisition (M&A) process. However, their expertise extends beyond esta...

Business succession and exit planning should ideally be done over a long period of time (unless illness or another emergency makes it necessary to address them ...

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...

Several 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...

Historical financial performance is just one piece of the business valuation puzzle. While it provides a starting point, its relevance depends on whether the bu...

Discounts for lack of marketability are well established when valuing minority interests in closely held businesses. But many valuation experts believe that con...

Financial statements are an important piece of the business valuation puzzle. Appraisal professionals typically consider three approaches when valuing a busines...

Meteorologists warn that the 2024 hurricane season could break records, possibly surpassing 2020, the worst hurricane season on record. Even if hurricanes aren&...

Summer 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...