News & Resources


Five Rules That Open the Gates

Chances are, you've lost a sale that you thought was in the bag. It happens. The way to improve the odds of success is to learn and follow the five "rules of...

Why Is the Valuation Date So Important?

It is common to think about which method a business valuation professional will use and whether discounts might apply when considering how the value of an asset will be determined. However,...

Making a Loan to a Family Member to Help with a Home Purchase

Interest rates on residential mortgage loans have increased significantly over the last few years. If your adult child or another family member needs a mortgage to buy a home, the interest...

Deducting Pass-Through Business Losses

Many business ventures generate tax losses, especially in the first few years of operation or under adverse conditions. When can losses be deducted — and how much can you deduct in...

Working Capital: A Potential Valuation Sleeper

Working capital is sometimes overlooked in determining the value of a business. But it can have a material effect on value, so it's important to remember. A business's working capital equals...


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