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Dear readers, Today's post features an article by Alina Niculita, CFA, ASA. I was about to write a post on the same topic, and she summed it up perfectly. Click here for Alina's other articles. This post first appeared in the Portland Business Journal on July 12th, 2019. Myths and truths about business valuation While most people understand real estate appraisal, the same cannot be said about business appraisal or business valuation. Real estate appraisal makes sense because it puts a price on houses...

Did you know that 70% of all businesses do not sell? Only about 30% of family businesses get handed down and less than 50% of businesses with revenues between $10 and $50 million in revenues sell. These extraordinary numbers should be a wakeup call to business owners.   Reasons Businesses Don't Sell There are many reasons why businesses do not sell and common ones include: • It’s easier for the owner to liquidate the assets of the business rather than try to sell a...

The holiday season is upon us again, and in between family visits and turkey dinners, we may be reflecting on this year’s performance, how to improve profits and thinking what 2019 may look like. Most large corporations have been engaged in year-end planning and review activities, so why not you? It’s a good time to ask yourself, how is this year’s performance against your budget for the year. If you didn’t build a budget for 2018, then how do you measure...

For many business owners, the majority of their net worth sits in the value of their business, and for many there is no concrete exit strategy. It is common for business owners to view their business primarily as an income source (perhaps for family members as well as themselves), a job, or an “ATM,” rather than what it really is: an investment, and probably their most valuable asset. The same business owners may spend time managing their investment portfolios and/or...