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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
Blog

How to Transfer Business Ownership Without a Tax Nightmare

When you launched your company, your focus was likely on growth and sustainability—not the long-term tax implications of your corporate structure. But when it’s time to transfer business ownership, ignoring tax planning can be a costly mistake. Poor entity selection can trigger a significant business...

July 7, 2025

Blog

How to Value a Business Part 6: Understanding Environmental, Social, and Governance

In previous installments of this blog series, we’ve walked through the five foundational value drivers that impact how to value a business: Strategic Value, Organizational Value, Employee Value, Customer Value, and Financial Value. Today, we turn our focus to a critical and increasingly scrutinized component—Environmental,...

June 9, 2025

Blog

Navigating the Uncertainty: Tariffs, Trade Tensions, and the Impact on Business Valuations

As of early 2025, businesses, investors, and valuation professionals are grappling with a new wave of economic uncertainty following the announcement of tariffs by the United States government. These measures have renewed fears of a broader trade war and are already reverberating through equity and...

May 9, 2025

Blog

What’s the Role of a Valuation Expert in Business Litigation?

In business litigation, financial disputes often revolve around one key issue: determining the true value of a business or its assets. Whether it’s a shareholder dispute, divorce case, or contract breach, having an accurate and defensible valuation is essential for a fair resolution. Valuation experts...

May 7, 2025

Blog

How to Accurately Assess & Value Multifamily Investment Entities

Many investors in real estate, and specifically multifamily properties, favor a passive investment role for several compelling reasons. First, investors can gain exposure to real estate without the need to manage properties directly. Second, investors can gain access to larger, higher quality properties since real...

April 3, 2025

Blog

How to Value a Business: Understanding and Improving Financial Value

In our previous blogs, we’ve followed Jean, a committed business owner striving to enhance her company’s worth. She had already tackled Strategic Value, Organizational Value, Employee Value, and Customer Value—four of the six key drivers that influence how to value a business. Now, she turned...

April 1, 2025

Blog

How Can a Business Valuation Support My Business?

As a business owner, you may think that a formal valuation is only necessary when you’re planning to sell your company. However, getting a business valuation can provide numerous benefits for your company even if an Exit isn’t on the horizon. Whether you’re considering a...

February 21, 2025

Blog

How to Value a Business Part 4: The Role of Customer Value in Business Success

In our previous blogs, we followed Jean, a dedicated business owner working to strengthen her company’s value. She had already tackled Strategic Value, Organizational Value, and Employee Value—three of the six key value drivers that influence how to value a business. Now, she turned her...

February 7, 2025

Blog

How to Value a Business Part 3 – Understanding Employee Value

As Jean walked out of yet another meeting, a senior manager approached her to discuss their latest product designs. Although intrigued, Jean couldn’t shake the thought: Was it time for her managers to take on more responsibility? Could this be the right moment to plan...

February 7, 2025