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Categories: Uncategorized

A Guide to Business Valuation Credentials

Credentialing of business appraisers comes from different organizations conferring different designations. Among the more popular and often encountered are the following along with the requirements to obtain the designation. ASA – Accredited Se… Read More
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Categories: Uncategorized

Questions to Ask Your Business Appraiser

Before retaining a business appraiser, it may be useful to perform a bit of Due Diligence to ensure that you are retaining an expert that can perform the engagement competently, efficiently and meets the expectations of the reporting authority (IRS f… Read More
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Categories: Uncategorized

Buy-Sell Agreements Part II: Fortify Your Buy-Sell Agreements with these 4 Valuation Details

Owners with the forethought to create and sign buy-sell agreements help facilitate voluntary and involuntary transfers between owners. But when it’s time for a buyout, many owners discover that their agreements don’t cover all the necessa… Read More
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Buy-Sell Agreements Part I: Covering the (Valuation) Bases

Today’s article addresses not only the need for a planning document that addresses buy-outs, business divorce and estate planning but also some of the valuation issues that need to be considered.  The article is presented in two parts. Part I: Cov… Read More
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“Tax-Affecting” Used by Both Valuation Appraisers

Estate of Aaron Jones v. Commissioner, T.C. Memo. 2019-101 Three Additional Take-Aways On August 19th the Tax Court ruled that “tax-affecting” provided a “more accurate account of the impact of the tax consequences” of a pass-thru entity’s… Read More
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Categories: Valuation

Horse Sense and Daubert Challenge in the Tax Court

T.C. Memo. 2019-64 Skolnick v. Commissioner Whether you are an owner of a horse or not, you probably recognize that horse sense equates to common sense. If you are an appraiser of business interests or personal property, horse sense, in the practical… Read More
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Categories: Blog, In the News, Valuation

What’s the Value of My Franchise?

The International Franchise Association estimates that there are currently more than 2,000 different brands operating over 700,000 franchised units in the United States. Based on the number of people who own franchises, it may seem like an easy route… Read More
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The Trials and Tribulations of Selling a Business

Whether described as a tsunami of sellers, the coming “Baby Boomer bust” or other names, many private company owners are in sell mode, whether they know it or not. However, many don’t know it, while others are too involved with the… Read More
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Why Cybersecurity is Critical to Your Deal’s Success

Conducting due diligence during the M&A process doesn’t just mean reviewing a target’s financial statements and operations. Not anymore, anyway. These days, in addition to performing financial, legal and operational due diligence, buyers need… Read More
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