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Family Business Owners Must Weave Together Succession And Estate Planning

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It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]

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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth

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The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to […]

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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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