Would you buy a house without an inspection and appraisal? Business valuation is the “appraisal and inspection” part of buying or selling a business. Jason Bogniard stops by the studio to talk about why all business owners should have an updated valuation completed to know the value of their company at any time. You never …
By Bethany Dria, Senior Associate | Business Valuation The process of a divorce can be a complicated, contentious, and often an emotional journey. The divorce proceeding (whether collaborative or not) can be even more complex and costly when one of the marital parties holds ownership in a business or the marital parties hold significant assets. …
By Bob Nemeth, CPA/ABV, CVA, CDFA, Certified Fraud Examiner The Association of Certified Fraud Examiners (ACFE) estimates that fraud costs organizations worldwide nearly $4 trillion a year or five percent of the Gross World Product (GWP). The ACFE also reports that the median loss per case is $130,000. Usually, due to weaker internal controls, small …
by Bethany Dria, Senior Associate, Business Valuation Business owners preparing a succession plan should consider the five W’s: who will take over the business, when will you retire, what will happen to the company, where will the company be regarding growth, customers, and innovation when you decide to retire, and why, which is simple… to …
Why Your Succession Plan Needs a Valuation Partner Read More »
By Jason Bogniard, MBA, ASA, CVA, EA After ten years of contemplation, The Internal Revenue Service (IRS) issued final regulations related to the substantiation and reporting rules for cash and noncash gifts. The final rules are effective as of July 30, 2018, but in the case of noncash donations, the regulations apply to charitable contributions …
Charitable Deduction Appraisals Now Finalized by IRS Read More »
By Eric Flickinger, CPA/ABV Signed into law by President Trump on August 13, 2018, the John S. McCain National Defense Authorization Act includes a section supporting the formation of employee stock ownership plans (ESOP) and cooperatives. The actual section buried in the defense bill can be found here (click here to access the full law). …
By Jason Bogniard, MBA, ASA, CVA, EA If you are in the process of negotiating a divorce or legal separation, time is running out to preserve the tax-favorable treatment of deducting alimony payments from taxable income as the payor. The deduction of alimony will be eliminated if it is paid pursuant to a divorce decree …
Matthew Silla, ASA, CFA Understanding a business’s value is critical key for several reasons: Helps an owner prepare for a possible sale, merger, or acquisition Provides necessary insight for employee stock ownership plan (ESOP) trustees Benefits attorneys who work on behalf of the owner during a sale, merger, acquisition, or litigation Assists with estate and …
By Eric Flickinger, CPA/ABV Each year, Apple Growth Partners issue updated annual valuations to many ESOP companies. We typically see and feel the excitement of growing stock prices from everyone at the Company, except for one person – the CFO. Commonly, the first thought from the CFO with a growing stock price is “My repurchase …
How Does ESOP Repurchase Obligation Impact My Valuation? Read More »
by Bob Nemeth, CPA/ABV, CVA, CDFA, CFE | Principal – Business Valuation/Tax The decision to divorce can take an emotional and personal toll on both spouses. Not only can divorce become a sensitive, life-changing event, but it also requires financial consideration for both parties. This includes the need to ascertain the fiscal value of their combined …
