Why You Should Value ESOP Share Prices Annually
Employee Stock Ownership Plans (ESOPs) have become commonplace in the United States, with 6,669 plans covering 14.4 million people. ESOPs are a fantastic option for private companies that want to reward and motivate employees by providing them with equity, but how and...
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How Trademarks Generate Revenue for Businesses
Some of the most valuable trademarks are also the most recognizable company names: Google, Microsoft, Walmart, Mercedes, and others. However, trademarks protect more than corporate names. They also safeguard logos, designs, product names, taglines, and more....
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Retrospective Appraisals Could Help You Deal With Damaged Equipment
Fire, floods, earthquakes, and tornados; theft, vandalism, and negligence. Whether it is mother nature, an untrustworthy employee, or simply an error in judgement, business losses are a reality that cannot be ignored. When business owners suffer an equipment loss (and...
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When Business Appraisals are Necessary for Tax Purposes
There are several common tax scenarios that require business owners to determine a justifiable dollar value for their companies. Business valuations are critical for gift and estate tax liability purposes, and/or to engage in the sale of your business. In all of these...
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Separating Unicorns from Horses: Why Most Billion Dollar Startups are Overvalued
Upon close examination, most startups with valuations in excess of $1 billion, known as unicorns, turn out to be pretty horses in disguise. A recent study performed by professors at Stanford University and the University of British Columbia found that without the use...
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Why Business Valuations Make or Break Exit Planning
Exit planning is not something that should be undertaken in an afternoon. Ideally, it is a multi-year process. Whether you are gearing up for a sale, or preparing to pass your business along to the next generation, it is imperative to fully understand your business’...
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Planning is Key When Preparing for a Business Sale
Entrepreneurs and business owners do themselves a disservice by moving towards a sale too hastily. If you have decided it is time to sell your business, the last thing you should do is actually list it. At least, not if you would like to get the best return on your...
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Technology Can Be a Value Driver for Your Business
Executives involved in succession planning are well-versed in the business of maximizing a firm’s value prior to potential sales. Profitability is always the name of the game, causing leadership to double down on the usual suspects: winning more new clients and...
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How Valuable is Intellectual Property, Exactly
In today’s knowledge economy, intellectual property (IP) truly fuels economic growth. IP includes assets such as copyrights, patents, trademarks, licenses, proprietary technology, contracts, software, databases, R&D, and more. Today, in the United States, IP is worth...
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How the New Tax Law Affects the Future of Charitable Deductions
Congress introduced the Tax Cuts and Jobs Act (TCJA) in 2017 in modification of the Internal Revenue Code put into place in 1986. This new tax reform ushered in critical changes to the existing American tax code and, as a result, caused many taxpayers to question...
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