News & Insights for Businesses, Nonprofits, and More!

Image of management team meeting in open space to discuss sale of business

11 Steps To A Successful Sale

Posted December 5, 2018

1. Advance planning A truly successful sale involves planning ahead. Work with your team to increase the value of your … Read More

4 business experts meeting with a client regarding an ESOP valuation for her company

4 People That Will Help With An ESOP Valuation

Posted November 28, 2018

Do you know who should be involved in your company's ESOP valuation? If you're a trustee of the ESOP, you … Read More

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5 Traits To Look For In An ESOP Valuation Expert

Posted November 21, 2018

High-quality relationships are key to success. In every facet of business and life. Even the valuation expert you hire for … Read More

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3 Approaches Experts Use To Value ESOPs

Posted November 14, 2018

How is the value of your company's stock in your employee stock ownership plan (ESOP) determined? How do the experts … Read More

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How To Find The Right Buyer For Your Business

Posted November 9, 2018

There are many reasons why business owners consider exiting a business. Before making a decision, consider the true reason that's … Read More

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The 6 Experts You Need To Have On Your M&A Team

Posted November 7, 2018

There's been a flurry of merger and acquisition (M&A) activity in the past few years. Many expect this trend to … Read More

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A Quick Guide To The New NOL Rules

Posted October 31, 2018

A net operating loss occurs when a business has more expenses than revenues. Otherwise known as NOL, it's a way … Read More

Two business executives in meeting and discussing the value of their business

Should You Use A Rule Of Thumb To Value Your Business?

Posted October 24, 2018

Sometimes business owners will ask, can I use a rule of thumb to value my business? It's a good question. … Read More

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7 Tax Tips For Newlyweds

Posted October 10, 2018

The tax implications of marriage probably aren't the first thing on your minds as newlyweds. But, there are important items you'll … Read More

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How To Lower Your Tax Bill With Volunteer Work

Posted October 3, 2018

Have you done volunteer work for a charitable organization? If your answer is yes, you have an excellent opportunity to lower … Read More

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How To Pick A Qualified Business Valuation Expert

Posted September 26, 2018

If you've ever hired a professional who wasn’t qualified for the job, then you know the disappointment that comes with … Read More

Image of two businessmen having a financial meeting about accounting methods changes in conference room

5 Changes Tax Reform Made To Accounting Methods

Posted September 19, 2018

Your business' tax strategy defines and supports the right accounting methods for your business. Do you want to defer income? … Read More

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