May 3, 2021 | Audit, Benefit Plans, Blog
Have you procrastinated in setting up a tax-advantaged retirement plan for your business? If the answer is yes, you fit right in with many other business owners. Still, not having a plan in place hurts you and your business. Why? You pay more income taxes every year...
Apr 30, 2021 | Blog, Closely Held Businesses, The Valuation Report
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...
Apr 29, 2021 | Blog, The Valuation Report
For decades, valuation analysts have incorporated a “size premium” when calculating the cost of capital in their valuation engagements. A paper by Rolf Banz first documented the size effect in a 1981. Simply put, the theory asserts smaller companies have greater risks...
Apr 29, 2021 | Blog, The Valuation Report
While the pandemic has stymied many businesses, important valuation litigation has continued to make its way through the courts. The following provides an overview of a few cases of particular interest to the valuation community and the lessons we can learn from the...
Apr 29, 2021 | Audit, Blog, The Valuation Report
When valuation analysts dig into the numbers, they often rely on financial information provided by the target company. As the engagement proceeds, sometimes the numbers do not seem quite right. Maybe expenses seem too high or owner’s compensation seems too low....
Apr 26, 2021 | Blog, Estate Planning, Tax
While estate planning can have complexities for all families, additional complications may exist for those who remarry. On top of considering your spouse and children in your current marriage, you may have children from prior marriages and stepchildren. Ensuring that...
