Articles Posted in Business Valuation

Key Takeaways Introduction: Understanding the 5 Ds Most business owners focus on growth, profits, and market expansion. Few take time to consider the potential risks that could derail everything they’ve built. The Exit Planning Institute (EPI) has identified five critical risk factors that every business must prepare for—known as the 5 Ds: These unplanned events…

Understanding the true value of your enterprise is critically important to the owner’s financial and persona success. A formal business valuation is a critical diagnostic tool, offering insight into your company’s financial health, operational efficiency, and market position. This comprehensive guide looks at the benefits of formal valuations, providing business owners with the knowledge to…

Case Overview: The Tax Court examined a series of business transfers with suspect timing. Key Findings: Transfers were deemed invalid due to lack of legitimate business purpose. Implications: Highlights the importance of proper documentation and clear intent in business transactions. Recommendations: Business owners should consult legal advisors to ensure compliance and avoid similar pitfalls. Transfers…

You own a business. You’re deeply familiar with your company’s day-to-day operations, challenges, and triumphs. You have invested your time, energy, and resources into its success. You may have a rough estimate of what it is worth, guided by your years of experience, what you know of your industry, what you hear on the grapevine…