The Window of Opportunity is Closing Many trusted advisors, including wealth managers, financial planners, accountants, and estate attorneys, refer their clients to Merrimack Business Appraisers to prepare a business valuation as part of a broader plan to transfer...

A Best Practice for Determining Business Valuations Some thrived. Some closed. Some crashed early in the pandemic and now are making a comeback to pre-pandemic performance levels. One thing is certain: it has not been dull. Since early 2020, we have seen tremendous...

Scenarios for Tax, Gift & Estate Planning In my last blog, I shared that I thoroughly enjoy working on unique scenarios where a business valuation is needed. A business valuation is often part of a well-thought-out business plan to protect business interests and...

The Need for a Business Valuation to Value Fractional Shares 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...

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,...

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...

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...

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...

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...

Are you thinking about retiring or selling your business in the New Year? If so, getting a business valuation should be an essential component of your plans. Certified business appraisers can help facilitate a business sale by determining the fair market value of a...