When Values Matter: Real Estate Entities & Effective Estate Planning

When Values Matter: Real Estate Entities & Effective Estate Planning

The Need for a Business Valuation to Value Fractional Share Business valuations are typically thought of in the event of selling a business, allocating assets as part of a divorce settlement, or settling an estate. What I thoroughly enjoy about what I do is the unique...

The Site Visit as Part of A Business Valuation

The Site Visit as Part of A Business Valuation

When developing a thorough and detailed business valuation, conducting a site survey of the business is an important step in our proven process. Don’t you need to be nearby to complete a site survey as part of a business valuation? For many months during the pandemic,...

Does Geography Matter for a Business Valuation?

Does Geography Matter for a Business Valuation?

If you are in need of a business valuation, whether to settle an estate or divorce or for a business or shareholder dispute, criteria for selecting the business valuation professional need not consider geography. Similar to a recent blog regarding industry...

The 2022 IBBA Conference – A Sense of Normalcy

The 2022 IBBA Conference – A Sense of Normalcy

It was great to be at the 2022 International Business Brokers Association (IBBA) Annual Conference in Denver, Colorado earlier this month. It was the first conference I had been to since the pandemic started and the attendance was the largest ever for the conference...

When Values Matter, Credentials Matter, Too

When Values Matter, Credentials Matter, Too

Business valuations can have a significant impact in the outcome of important matters in one’s professional and personal life. Important matters requiring an opinion of value may include the division of assets for a divorce settlement, shareholder dispute, gifting...

How Important is Industry Specialization for Business Valuations?

How Important is Industry Specialization for Business Valuations?

For some professional services, industry specialization matters. A professional’s focus and in-depth knowledge of a particular industry can offer tremendous value to the client. I am regularly asked about industry experience and if I specialize in select industries to...

Does Impartiality Matter in a Business Valuation?

Does Impartiality Matter in a Business Valuation?

Yes, impartiality is extremely important. In fact, our work is always equitable, fair, and undertaken without bias which is a major reason why our valuations are highly defensible. Our work is USPAP compliant. The Uniform Standards of Professional Appraisal Practice...