Winter Newsletter 2016

Bombshell Property Tax Ruling Includes Unreasonable Compensation Issues Study Reveals a Shift in Approach to Valuing Synergy How An Audit Committee Investigates Fair Value Estimates Trade Secret Valuation Paradox Chancery Blasts Expert Over Manipulated Valuation 20 Questions to Ask When Valuing Intellectual Property Winter 2016 Newsletter (Reader)


Are You Worried About The Value of Your ESOP Stock?

You should be! The valuation of ESOP stock is of particular importance to the ESOP trustees and ESOP participants. One of an ESOP trustees’ fiduciary responsibilities is to understand and approve the ESOP stock valuation. For participants, the ESOP stock value directly impacts their retirement benefits. These issues are enough keep you up at night!…


The M&A Resource, 2015 Edition, Volume 4

All in the Family Business Family Options and Resources for Planning The “When” is “Now”– We’re Older Than We Think! Selling the Family Business and Staying Sane Do Unicorns Exist for Some Family Businesses? Download the M&A Resource, 2015 Edition. Volume 4


2015 Edition, Volume 3

Pressure Grows on Stand-Alone PE Firms Regarding Independent Valuations Inside the Mind of the IRS Re: Reasonable Compensation IRS S Corp Job Aid Now Available Court Uses Hypothetical License to Determine Royalty Damages Against USPS Most Family Businesses See Steady Growth Ahead: PwC Survey Financial Experts Spar Over ‘Market Efficiency’ in Groupon Litigation Delaware Chancery…


How Long Does It Really Take To Sell the Business?

Selling a business is analogous to getting married. First, you have to meet someone, next there is the courtship, then, hopefully, you fall in love; and only when and if the pair agree to unite, it is at that point that the big day is planned. How long does it take? There is the typical…


The Guide to Understanding Business Valuations

There are specific steps to take when preparing a supportable business valuation. If you need a business valuation and want to make sure that the valuation expert covers all of the bases, you should look at our slides to understand the basics of the valuation process. The Valuation Process – Value Management Inc from Value…


What Everyone Ought To Know About Business Valuations & Divorce!

Valuations prepared for divorce purposes often present some unique issues. Read on to learn about the valuation issues that may be encountered during a divorce engagement. Here are the Top 10 things you need to know. 1. Divorce = Litigation The most important thing to keep in mind is that divorce proceedings are litigation and like all litigation,…


Have an ESOP your employees can be proud of

Some of the most successful companies have become so by providing proper incentives to their employees. One such incentive is an Employee Stock Ownership Plan (“ESOP”), a defined benefit retirement plan. With properly employed ESOPs, these companies have been shown to outperform similar companies without ESOPs. ESOP give employees a vested interest in the company’s…


Little Known Ways to Increase Your Company’s Stock Value

How can two companies in the same industry that are similar in size have significantly different valuations? Knowing the answer can help you to increase your company’s value. Go after Low Hanging Fruit The best way to start is by taking an objective look at the company’s operations and identify any inefficiencies or redundancies. One…