Oct 10, 2022 | Benefit Plans, Blog, Business Valuation, Exit Planning, The Valuation Report
Employee stock ownership plans (ESOPs) provide tax-saving opportunities for business owners who want to cash out and transfer ownership to employees without immediately giving up control of the business. However, valuing stock held by an ESOP is an ongoing challenge...
Aug 15, 2022 | Blog, Business Valuation, Closely Held Businesses, Estate Planning, Exit Planning, Manufacturing, Mergers and Acquisitions, Real Estate and Construction, The Valuation Report
Over the last two years, market conditions — from cost increases and forced shutdowns to shortages of labor and supplies — have taken their toll on many businesses. While owners of distressed businesses may hope to turn things around, some will unfortunately...
Mar 31, 2022 | Blog, The Valuation Report
When it comes time to sell the company, owners often believe their business is worth far more than it really is. Valuation analysts are often the bearers of bad—but realistic—news in this regard, explaining that value depends on several factors, including the nature...
Mar 30, 2022 | Blog, The Valuation Report
A business valuation reflects the business’ value at a specific point in time. While it may be based on assumptions about future cash flows, a valuation is an opinion of value about the company’s circumstances and prospects at a certain date. The pandemic has had a...
Mar 30, 2022 | Blog, The Valuation Report
Jackson and Prince Estate Valuation Disputes Settled Michael Jackson died in 2009. One of the most influential cultural figures of our time, the King of Pop was perhaps the most famous person in the world during his prime recording and performing years. Yet, at the...
Aug 18, 2021 | Blog, The Valuation Report
Forward-looking valuation of small businesses has always been a challenge. Few comparable transactions exist, in-house financial information may be scant, and projections are complicated for owners—even in the best of times. The pandemic magnified these difficulties....
