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Impending IRS Section 2704 Discount Restrictions Anticipated in the Coming Weeks

Family Partnerships and LLCs looking to transfer interest among…

Mortgage Bubble Deja Vu: The Real Losers in Uber vs. Taxi Battle

Over the last year the battle has reached all new levels as Uber…

I have an MBA ... so I'll just do my own valuation

So this is a fun call that we get from time to time.  Bob the…

Are Valuation Analysts Accountants in Disguise?

We are often asked if we are also accountants as traditionally,…

Um, yeah. Divorcing? Go ahead and get that valuation done

Great snippet in BV Update this morning... which I suspect 0%…

I'm Done Writing About Stock Prices (After This)

This past week we wrote about how (if!) the stock price of a…
value creation

This Man Speaks Truth! Time Kills Deals

Hayes Bryant  from First Avenue Partners wrote a great piece…

Harvard MBA, a lesson on stock price and valuation

Medium is great, isn’t it?  All sorts of folks write all sorts…

A Goal without a Plan is Just a Wish – Financial Planning for Business Owners

Jim McCarthy, CERTIFIED FINANCIAL PLANNER™ with Directional…

Growth: Turn Down for What?

We spend a lot of time talking (and talking, and talking) about…

7 Win-Wins For Your Business When You Know Your WHY

What’s your company’s WHY? Why should you care and what are…

Featured series: How a smart mompreneur is building value by diversifying

We're excited to launch a new blog series, “In the Trenches…

On Uber, 1099 Contractors, and Valuation

Ok, I admit it. Uber is our darling here.  We tend to go on…
gap analysis

WHY Brand and Corporate Culture Development Translate to Company Profitability

Beth Perl Berman, a WHY/Compellications™ Coach, specializes…
value creation

Who's The Customer?

Every once in a while we work on an engagement and find ourselves…