NINE VALUATION MISTAKES THAT CAN HARM BUSINESS-OWNER CLIENTSEvan Levine & Nainesh Shah “For your business owner clients who have plans to sell or transfer their business in the next few years, obtaining a proper business valuation is critical to knowing where they...

3 STEPS TO EXIT PLANNING The average business owner has between 50% - 80% of their net worth tied up in the business. (Biery, 2017) And in 2018, the number of small businesses sold hit record levels — and it’s only expected to increase in the coming years. (Guta,...

Why Valuation is Becoming a More Attainable and Profitable SkillOver the past several years, especially since the advent of DIY tax prep and bookkeeping systems, many accounting professionals have sought new services to offer their clients, both as a means of adding a...

How to Completely Change a Business AppraisalThe baby boomer generation (those born between 1946 and 1964) own about 23 million small businesses in the United States. It has been estimated that many of these business owners do not know the value of their businesses. A...

Key Benefits of A Business ValuationJudging value is a subjective process. Whether you are shopping for a vacuum cleaner - or valuing a closely held technology business - it all comes down to perceived value. With a vacuum cleaner, you can speak to salespeople, family...

Thousands of Americans are entitled to pension payments they may not have claimed because they don’t know where to look for them - and just have too much else going on. Do you think you may have a lost pension? Perhaps from an old employer that you worked for briefly...