News & Resources

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Discount for Lack of Marketability: Here’s an Extensive Checklist

December 29, 2022
The discount for lack of marketability (DLOM) is one of the most contentious issues in business valuation. One reason is that the DLOM can lower a business interest's value by as...
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Financial Benchmarking for Success

December 22, 2022
A comprehensive benchmarking study can provide your business with a healthy start to the new year. By comparing your business's financial performance to competitors — or even itself over time — benchmarking...
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Optimizing Business Losses

December 15, 2022
Business losses can happen, whether you're operating a new company that hasn't yet earned a profit or a mature business that's been squeezed by today's volatile economy. While no one likes...
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Two Levels of Appraisal Services: Calculations vs. Valuations

December 3, 2022
Did you know that business valuators offer two types of appraisal services? Formal valuations are the most common service valuators provide, requiring significant time and in-depth analyses. But sometimes a less...
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Can You Swap Life Insurance for Long-Term Care Insurance?

December 2, 2022
Do you own a life insurance policy that's no longer essential to your financial goals? You may have purchased a policy long ago, when your children were infants or before their...

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