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Jul 2, 2025

Dealing With an Inheritance

After receiving an inheritance, you need to determine how to incorporate those assets, whether stocks, bonds, real estate, or some other asset, into your finances. Consider these points during that process: If you’d like help evaluating inherited assets, consult with your financial adviser.

Jun 25, 2025

Why Have a Business Valued?

Most business owners are reactive when it comes to having their businesses valued. But it sometimes pays to be proactive. Sometimes valuations are necessities, such as for determining the value of the business interest in an estate. Others are obtained for more elective reasons but are helpful to business owners nevertheless. It is a good to review these…

Jun 18, 2025

How Synergy Affects Price

When selling a business, there are some buyers who would be willing to pay a premium above the fair market value of the business on a controlling basis. These strategic (or synergistic) buyers might include competitors looking to build market share, joint venture partners who already understand the business model or players that are vertically…

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Recent Posts

  • Converting Future Damages to Present Value
  • New Law Reduces Tax Odds for Gamblers
  • Seven Non-Tax Reasons to Create a Trust
  • How Industry Fits into the Valuation Puzzle
  • Timing Is Everything: How to Handle Subsequent Events in Valuation

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