Sep 6, 2025 | Business Valuation, Gift and Estate Tax
Obtaining a business valuation is often an essential step when estate tax planning. One of the most overlooked steps is setting a valuation date for estate tax purposes. This date helps determine the value of assets in an estate. It also determines how much the estate...
Aug 29, 2025 | Business Valuation, tax planning, tax valuation
Tax season can often feel overwhelming for business owners. There are forms to file, numbers to check, and deadlines to meet. To simplify your tax season, consider preparing with a business valuation. A business valuation provides owners with a clear understanding of...
Aug 25, 2025 | Business Valuation, recreation business, Selling a Business
With tourism on the rise, more travelers are looking for exciting adventures. This has a strong influence on demand for recreation businesses. As such, a recreation business is an appealing investment for many buyers. Recreation businesses sell ATVs, RVs, boats, and...
Aug 7, 2025 | Business Valuation, Estate Planning, Gift and Estate Tax, valuation discounts
Are you interested in learning about valuation discounts for estate planning? Transferring a business is a common part of planning for an estate. But did you know you may not have to transfer it at full value? Many business owners qualify for valuation discounts for...
Aug 1, 2025 | Business Valuation, Valuation Approaches, valuation methods
Determining the value of a company is essential when planning for major business decisions. Understanding your business’s value enables you to identify the next best steps to achieve your business goals. However, there are several different ways of valuing a company....
Jul 19, 2025 | Business Valuation, restoration company, Selling a Business
Restoration companies provide essential cleanup and repair from water, fire, and mold damage. Demand for these services is growing. As such, restoration businesses are attracting more buyer interest. If you own a restoration business, now may be a great time to sell....
