Is Now the Best Time for Estate Planning? The easy answer to the question above is YES! As many continue to reel from the COVID-19 pandemic with job losses exceeding… read more →
Caveat Emptor and Covid19 Caveat emptor (Latin for “Let the buyer beware”) has become even more relevant in today’s markets for both public and private companies. The phrase caveat emptor… read more →
Pandemic Timeline As of December 31, 2019, there were reported cases of “pneumonia of unknown cause” that were limited primarily to China. The World Health Organization (“WHO”) later characterized the… read more →
Year-end and Interim ESOP Valuations ESOP appraisers face a multitude of complex valuation issues related to warrants, tax shields, ESOP expenses, and other issues. Two issues that are relevant right… read more →
“Why is my 10 percent interest not worth 10 percent of the value of the business as a whole?” We’ve seen this question pop up time and time again, and… read more →
You’ve already taken the first step and decided on the best business valuation firm for your situation. Well done. But what happens now? What will your advisor do, and when?… read more →
There is plenty of literature out there on why companies need to keep up with financial reporting and tax obligations, but I want to share a story that illustrates the… read more →
Since VPA has opened its doors we have had the opportunity to work with many successful business owners and executives in regards to tax reporting and compliance valuations. And, of… read more →
In nearly 20 years in financial services and business valuation, I’ve fielded questions for just about every aspect of fairness opinions and solvency opinions. But the one I’ve had to… read more →
If you’re anything like most management teams and business owners we’ve met in the past, you’ve probably asked yourself and others this question numerous times. The following is designed to… read more →