We often get questions from clients regarding the potential impact election cycles have on financial markets, and the 2024 U.S. presidential election cycle is no different. The simple answer is…
Three Keys to Prepping a Family-Owned Business for a Successful Transition
Deciding to sell your family-owned business isn’t just a financial decision; it’s an emotional journey that involves your colleagues, your loved ones and, in many cases, your family’s legacy. As…
Annual Business Valuation: Know and Grow Your Worth
For many business owners, their company is not only their livelihood but also their most significant asset. Because this entity is the culmination of years of dedication and hard work,…
How to Pave the Way for Smoother Transactions in M&A Deals
In the world of mergers and acquisitions, the quality of earnings (QoE) can make or break a deal. Quality of earnings looks into a company’s financial background to determine its…
When to Perform a Business Valuation without an Ownership Transfer
When considering situations that require a business valuation, the most common scenarios typically involve some kind of transfer of part or all of a business. However, there are times when…
