Series: The Importance of Succession Planning
A multi-part series on the importance of succession planning and key considerations for business owners
Business Valuation
Apple Growth Partners’ Jason Bogniard Joins AAML Foundation, First in Ohio
CLEVELAND, Ohio – (October 11, 2022) – Jason Bogniard, ASA, CVA, EA, MBA, has joined the prestigious American Academy of Matrimonial Lawyers (AAML) Foundation Forensic and Business Valuation Division. With fewer than 40 members in the country, Bogniard is the first business valuation professional joining from the state of Ohio. Bogniard is a principal in …
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What to Expect for an ESOP Feasibility Study
If you’ve decided to take a closer look at an Employee Stock Ownership Plan (ESOP) for your succession plan, you may be wondering what the next steps are. The typical next step is an ESOP feasibility study.
Apple Growth Partners’ Eric Flickinger Receives AICPA Forensic and Valuation Services Standing Ovation
Achievement Recognized at the 2020 AICPA FVS Conference AKRON, OH (November 10, 2020) – The American Institute of CPAs (AICPA) Standing Ovation Recognition Program has recognized Eric Flickinger, CPA, ABV, as one of 22 outstanding young CPAs in the area of business valuation. Flickinger, along with a select group of CPAs age 40 and younger from …
Apple Growth Partners Included in Expert Panel for Ohio Employee Ownership Center Virtual Conference
Apple Growth Partners Included in Expert Panel for Ohio Employee Ownership Center Virtual Conference AKRON, Ohio – (August 6, 2020) – Award-winning firm Apple Growth Partners will be participating in the Ohio Employee Ownership Center (OEOC) virtual conference on August 20. The panelists will answer technical questions regarding how stock value is determined, explain plan …
Buy-Sell Agreements – “We Have a Formula” Doesn’t Always Work
By Jason Bogniard, ASA, CVA, EA, MBA | Principal, Business Valuation and Corporate Litigation Most buy-sell agreements, whether structured as a cross-purchase agreement between shareholders or a corporate stock redemption, are well thought-out and memorialized from a legal and tax perspective. However, we find one of the most important aspects of a buy-sell agreement is …
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When the Economy Gives You Lemons, Make Estate Planning Lemonade
By Jason Bogniard, MBA, ASA, CVA, EA | Principal, Business Valuation The swift and sudden economic damage caused by the COVID-19 pandemic have left many of us stunned. In such a state, it’s easy to hunker down and miss opportunities, including estate planning and related gift and estate tax savings opportunities. In addition to the …
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Business Valuation 101 – Understanding the Basics
By Kimberly Robison, CPA | Senior Associate, Business Valuation Understanding and determining the value of a business is a service provided by trained and certified business appraisers. In domestic relations court, the court often turns to experienced and credentialed professionals to value marital assets, such as a privately held business. The first step to the …
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Apple Growth Partners’ Matt Silla Presenting for NBI Seminar
Senior manager Matt Silla, ASA, CFA, will be presenting at the National Business Institute Seminar – The Mini MBA for Attorneys. The program will take place on Tuesday, November 12, 2019 from 9:00 AM – 4:30 PM. The seminar will be located at the Hilton Garden Inn Toledo Perrysburg, and attendees will receive 6.00 OH …
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Explaining Guideline Public Company Method for ESOP Participants (In an Easy Way)
By Eric Flickinger, CPA/ABV | Manager, Business Valuation Educating employees about the company’s financials can go a long way to maximize employee engagement. Going a step further, teaching participants the basic concepts of how valuation methods work can empower participants to drive company value. Unless your participants are financial experts, communicating any valuation method will …
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