Blog

30 March, 2016 in Blog, Growing Your Business, Phantom Stock Plans

What Every Early Stage Company Should Know About Common Stock Valuations

24 March, 2016 in Blog, Exiting Your Business, Intergenerational Transfers

Elements of a Plan to Sell to Insiders

17 February, 2016 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out, Valuation Software - Advanced

Value Drivers

12 January, 2016 in Blog, ESOP, Exiting Your Business, Intergenerational Transfers, Selling the Business

Retiring Boomers: The Good, the Bad, and the Opportunities

03 December, 2015 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out, Valuation Software - Advanced

Do ESG Programs Create Value For Your Company?

07 October, 2015 in Blog, Growing Your Business, Phantom Stock Plans

Three Factors Driving Value (and Risk) in Craft Breweries

03 September, 2015 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning

Industry Update: IRS publishes an internal document that reveals the agency’s most current thinking on the valuation of S Corps

03 September, 2015 in Blog, Complex Securities and Financial Instruments, Growing Your Business

“Under the Hood” of Complex Securities

03 September, 2015 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out, Valuation Software - Advanced

Common Pitfalls in Management Projections

03 September, 2015 in Blog

The Impact of Rights and Preferences on Late Stage Funding

03 September, 2015 in Blog, Charitable Donations, Fractional Interest, Leaving a Legacy, Wealth Transfer Planning

Understanding Advantages of Alternative Valuation Methods for Holding Companies

12 August, 2015 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out, Valuation Software - Advanced

How Brand Influences Company Valuation

28 July, 2015 in Blog, Complex Securities and Financial Instruments, Goodwill Impairment, Growing Your Business, Phantom Stock Plans, Portfolio Company Valuation, Purchase Price Allocation (PPA), Raising Capital, Shareholder Buy In/Out, Valuation Software - Advanced

Value Impact from Marketing and Sales Excellence

23 April, 2014 in Blog, Goodwill Impairment, Growing Your Business

Goodwill – What’s it all about?

30 March, 2014 in Blog, Exiting Your Business, Phantom Stock Plans

Assembling Your Team for a Successful Transaction