When Does a Closely Held Business Actually Need a Valuation?
When thinking about business valuation, owners and advisors often associate it with selling a company or commissioning an appraisal for…
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Business Valuation & Appraisal Services
Parting Company: When Your Buy-Sell Agreement Fails
Buy-sell agreements are often signed and forgotten—until a death, retirement, or ownership dispute puts the valuation language to the test.…
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Jointly Retained Valuation Experts: A Practical Option in Business Disputes
The Role of Jointly Retained Valuation Experts When a business is at the center of a divorce, shareholder dispute, or…
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Connelly v. IRS: A Wake-Up Call for Business Owners
The U.S. Supreme Court’s 2024 decision in Connelly v. Internal Revenue Service is one of the most consequential estate tax…
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The Essential Role of Valuation in Estate Planning
Introduction Estate planning is most effective when it begins before a life event, liquidity event, or legislative change forces action.…
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Key Valuation Trends for 2025: Insights from the Latest DealStats Value Index
The latest DealStats Value Index for Q3 2025 reveals several important trends that business owners, investors, and valuation professionals should…
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Estate Planning Lessons
When Good Intentions Go Wrong in Estate Planning: Lessons from the Step-Up in Basis and the Rowland Case For many…
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IRS Strengthens Oversight of Gift & Estate Tax Valuations: What You Need to Know
In a significant development affecting gift and estate tax valuations, the IRS has proposed substantial changes to Circular 230 that…
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Cash Conversion Cycle in Inflationary Times
What is the Cash Conversion Cycle? What is the Cash Conversion Cycle: it measures how quickly a company converts cash…
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Central Pacific Valuation on the Moneywise Guys Show
Central Pacific Valuation on The Moneywise Guys Show Central Pacific Valuation was on the Moneywise Guys show in Bakersfield, discussing…
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Financial Ratios
What are Financial Ratios? Financial ratios are quantitative measures used to assess the performance and the overall financial health of…
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The 2026 Estate Tax Changes
The 2026 Estate Tax changes The Estate Tax, often a critical concern in estate planning and tax law, is set…
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The Best Way to Sell Your Business – Part II
The Best Way to Sell Your Business In the first part of the Best Way to Sell Your Business, we…
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The Best Way to Sell Your Business – Part I
The Best Way to Sell Your Business – Part I Selling your business? Gain essential knowledge For many business owners,…
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Preparing to Sell Your Business: Maximising Value
Selling your business is likely one of your life's most important financial events. Proper preparation leading up to the sale…
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