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Aug 20, 2025

Valuation Issues to Address in a Buy-Sell Agreement

Buy-sell agreements protect businesses with two or more owners in the event that an owner dies, becomes disabled or voluntarily decides to leave the company. They should dictate who can buy the departing owner’s interest, when, how and for how much. Ideally, these contracts are drawn up when a business is launched, but they can always be…

Aug 13, 2025

Reconsider Your Home Sale: 4 Tax-Smart Options When the Market Stalls

Are you ready to move and want to sell your home, but you’re worried about a slowing real estate market? You’re not alone. Many homeowners want to move up to a bigger home or downsize to a smaller one. However, they’re currently unable to sell their homes for the price they want. Fortunately, selling isn’t…

Aug 6, 2025

Discount for Lack of Marketability: Here’s an Extensive Checklist

The discount for lack of marketability (DLOM) is one of the most contentious issues in business valuation. One reason is that the DLOM can lower a business interest’s value by as much as 35% or more. Another reason is that the DLOM varies significantly, depending on the rights and restrictions attached to the business interest….

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