by Greg Caruso | Sep 29, 2022 | ESOP Business Valuation, SBA Business Valuation and Appraisal, Uncategorized
In 2018 the Main Street Employee Ownership Act (MSEOA) was passed. It was thought the MSEOA would allow companies to get an SBA 7(a) loan for an ESOP transition. Unfortunately, the SBA requirements to secure the 7(a) loan for an ESOP transition made it unlikely that...
by Greg Caruso | Aug 18, 2022 | ESOP Business Valuation
Employee Stock Ownership Plans, better known as ESOPs, are required to have a compliant opinion of business value each year to assist the ESOP trustee in determining the share value for distributions and purchases of beneficiary stock. The trustee has the fiduciary...
by Greg Caruso | Nov 30, 2020 | ESOP Business Valuation, Estate and Gift Tax Business Valuation, Technical Business Valuation Topics
Valuing a Small Business IS Different. After a recent seminar “Valuing Small Businesses in the Shadow of COVID-19”, I took time at the end to answer some questions from the attendees. Here are some of the questions (and answers!) on using the Income Method...
by Greg Caruso | Jun 8, 2020 | Business Valuation Basics, ESOP Business Valuation, Estate and Gift Tax Business Valuation, SBA Business Valuation and Appraisal
Small Business Valuation 101 explains estimating your business value or worth. Business valuation at the rule of thumb level is very simple like the summary shown immediately below. Yet formulating an opinion of value can be endlessly complex. Part of the complexity...
