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Video - 01/11/2022
Timing for Exiting a Business
Chris Hatten, Managing Director, discusses how a business can strategically prepare for the right time to sell their business to avoid being caught off guard.
Article - 12/03/2021
Build Back Better ‒ The Current Landscape of Tax Reform
The House of Representatives passed the Build Back Better (BBB) Bill (H.R. 5376) on Friday, November 19, 2021. The BBB Bill is now before the Senate.
Article - 12/01/2021
Tax Reform Spurs Immediate Need for Business Valuations
Business owners already struggling with the continued uncertainty surrounding the pandemic are also facing the prospect of higher taxes and a resulting negative impact on company cash flow, profitability and valuations.
Article - 11/23/2021
Utilize Valuation Discounts for Gift and Estate Tax Savings
As valuation experts, we are often called upon by clients, estate planning attorneys, and other CPAs to provide an opinion as to discounts applicable to gifts of minority interests in limited liability companies (LLCs) and Family Limited Partnerships (FLPs).