News & Insights
How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
September 21st, 2020
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Estate Planning |
Succession Planning
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
August 5th, 2020
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By Jeff Allen |
Consulting |
Succession Planning
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?
July 31st, 2020
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By Jeff Allen |
Consulting |
Succession Planning
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
July 31st, 2020
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By Jeff Allen |
Consulting |
Succession Planning |
Transactional Services
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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