Blog/Resources
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SBA Change of Ownership Valuations: What Lenders Require and How to Prepare
Key Takeaways When an SBA 7(a) loan is being used to finance a business acquisition,…
ESOP Valuations: What Owners, Trustees, and Boards Need to Know
For closely held business owners considering succession, an Employee Stock Ownership Plan (ESOP) offers a…
Machinery and Equipment Valuations: Methods, Use Cases, and Pitfalls
Key Takeaways For many businesses, machinery and equipment represent a significant portion of total assets.…
What Increases or Hurts Your Business Value? Key Factors Owners Overlook
Key Takeaways Many business owners assume value is mostly based on sales, assets, or how…
How Much Does a Business Valuation Cost — and What Drives the Price?
Key Takeaways If you’re exploring a business valuation or equipment appraisal, you probably want a…
How Much Is My Business Worth? A Practical Guide for Business Owners
Key Takeaways Understanding the Basics of Business Valuation Whether you’re preparing to sell, planning your…
Online Business Valuation Calculators vs. Professional Valuations: What’s the Difference?
Key Takeaways If you’ve ever searched “online business valuation” or tried a “business valuation calculator,”…
When Do You Need a Business Valuation? 7 Common Situations Business Owners Face
Key Takeaways Many business owners assume they only need a valuation when they’re ready to…
Valuations for Partner Buyouts: How to Avoid Conflict and Reach Fair Agreements
Key Takeaways Business partnerships are built on shared goals and trust. However, when a partner…
Purchase Price Allocation Explained: Why It’s Crucial After an Acquisition
Key Takeaways After the excitement of closing an acquisition fades, the technical accounting work begins.…
Estate and Gifting Valuations for Tax Filings: What Business Owners Need to Know
Key Takeaways Tax season isn’t just about gathering receipts and reconciling books—for business owners and…
The Golden Goose Dilemma: Solving the “Double Dip” with Market Data
In high-stakes divorce cases, one of the most contentious battles we see is over the…
