News & Insights

Relief Provided for Qualified Opportunity Funds and Investors

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Qualified Opportunity Zones, still one of the most significant incentives for U.S. taxpayers to leverage for income tax deferral and potentially permanent income exclusion, remain at the forefront for investors, […]

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Important Changes to Your Employee Benefit Plan: SECURE Act and CARES ACT

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In recent years, legislation passed by the United States Congress poses many possible changes to your employee benefit plan that will require an amendment to the Plan Document. Below, we […]

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Valuing a Business in the COVID-19 Era

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On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]

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Is This the Right Time for a Business Valuation?

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With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered […]

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What to Look for in a Valuation Expert and Firm

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In the world of business valuations, an exceptional valuator can be difficult to find. Prospective buyers and sellers often ask themselves several questions such as: Do they know my industry? […]

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