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Through our 40+ year history, we’ve stayed at the forefront of recognizing clear paths to better outcomes. We encourage you to now read through the content we’ve composed to give you ideas worth considering for the future of your business.

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Blog

Gift and Estate Tax: How are they related?

The Gift Tax, according to the definition on the IRS website, “…is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return.” The Estate Tax is defined by the same website as, “…a...

March 13, 2014

Blog

Are Strategic Valuations Right for Your Company?

For many businesses, strategic valuations are an important tool for gaining and maintaining competitive advantages. Not only can a strategic valuation of your business provide you with a road map of the position of your company in its industry, but it can also form part...

March 13, 2014

Blog

RIAs – Getting turned around by what it’s worth? Valuation terminology can send you into a tailspin.

One of the most common issues we see in the registered investment advisory world is the discrepancy in understanding the different levels of value and how they coincide with various valuation approaches. For example, a controlling shareholder that is selling the business to a single...

November 27, 2013