Insights: Business Valuation Services

Put a number on your midyear performance with the right KPIs

June 25, 2019

We’ve reached the middle of the calendar year. So how are things going for your business? Conversationally you might say, “Pretty good.” But, analytically, can you put a number on how well you’re doing — or several numbers for that matter? You can if you choose and calculate the right key performance indicators (KPIs). 4…

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Grading the performance of your company’s retirement plan

June 19, 2019

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their golden years? Or is it more of a C student who could really use some extra help after school? Benchmarking can tell you. Mind the basics More than likely, you already use certain criteria to…

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The simple truth about annual performance reviews

May 15, 2019

There are many ways for employers to conduct annual performance reviews. So many, in fact, that owners of small to midsize businesses may find the prospect of implementing a state-of-the-art review process overwhelming. The simple truth is that smaller companies may not need to exert a lot of effort on a complex approach. Sometimes a…

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Responding to the nightmare of a data breach

April 11, 2019

It’s every business owner’s nightmare. Should hackers gain access to your customers’ or employees’ sensitive data, the very reputation of your company could be compromised. And lawsuits might soon follow. No business owner wants to think about such a crisis, yet it’s imperative that you do. Suffering a data breach without an emergency response plan…

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Prepare for the worst with a business turnaround strategy

April 8, 2019

Many businesses have a life cycle that, as life cycles tend to do, concludes with a period of decline and failure. Often, the demise of a company is driven by internal factors — such as weak financial oversight, lack of management consensus or one-person rule. External factors typically contribute, as well. These may include disruptive…

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Let Us Help You Leverage What You Can Learn From Your Tax Return

April 4, 2019

What does your tax return say about your financial situation? The fact is, the paperwork you file each year offers excellent information about how you are managing your money—and highlights areas where it might be wise to make changes in your financial habits. If you have questions about your financial situation, we can help. Our…

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Understanding how taxes factor into an M&A transaction

March 29, 2019

Merger and acquisition activity has been brisk in recent years. If your business is considering merging with or acquiring another business, it’s important to understand how the transaction will be taxed under current law. Stocks vs. assets From a tax standpoint, a transaction can basically be structured in two ways: 1. Stock (or ownership interest). A…

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Prepare for valuation issues in your buy-sell agreement

September 10, 2018

Every business with more than one owner needs a buy-sell agreement to handle both expected and unexpected ownership changes. When creating or updating yours, be sure you’re prepared for the valuation issues that will come into play.Issues, what issues? Emotions tend to run high when owners face a “triggering event” that activates the buy-sell. Such events…

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7 ways to prepare your business for sale

March 27, 2018

For some business owners, succession planning is a complex and delicate matter involving family members and a long, gradual transition out of the company. Others simply sell the business and move on. There are many variations in between, of course, but if you’re leaning toward a business sale, here are seven ways to prepare:1. Develop…

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Miri Hunter – Our newest Certified Valuation Analyst (CVA)

January 3, 2018

Congratulations to Miri Hunter for her hard work to earn her Certified Valuation Analyst (CVA) credentials!  Miri completed extensive training and testing administered by the National Association of Certified Valuation Analysts (NACVA).  A valuation analyst is a professional who determines how much a business is worth. A certified valuation analyst prepares business appraisals and consults…

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