A recent U.S. Supreme Court ruling resolves a circuit split on a business valuation issue, and it could have significant impact on the value of many closely held organizations going
Shareholders who own a minority interest in an organization may not always agree with key decisions made by controlling shareholders. For instance, a minority shareholder might object to a stock-for-stock
Meteorologists warn that the 2024 hurricane season could break records, possibly surpassing 2020, which is the worst hurricane season on record. Even if hurricanes aren’t a direct threat where your
When a marital estate includes an interest in a closely held business, determining its value for purposes of dividing up assets in divorce proceedings can be challenging. In addition, depending
Summer provides business owners with a great time to review their estate plans. Your kids might be home for summer break, maybe you’re vacationing with relatives, or even simply getting together for
In 2024, some business owners may be considering donating corporate stock to charities. Donations of public stocks are generally easy to value because their prices are listed on public stock
Noncompete agreements can be valuable to an organization, especially after a merger or acquisition. After a new controversial final rule issued by the Federal Trade Commission (FTC), estimating the value
When valuing a business, experts often look beyond the organization’s financial statements. To provide additional objective insight, management interviews and document requests look into how much the owners believe the
Many valuation assignments for organizations call for a conclusion of value. However, there may be times when a calculation of value can be a quicker, more cost-effective solution. Value Conclusions
Working together can bring out the best and worst in family dynamics. Here are some key considerations that valuation experts take into account when assessing these family-owned entities. Family Members
