by Greg Caruso | Oct 6, 2021 | Estate and Gift Tax Business Valuation, Technical Business Valuation Topics
by Greg Caruso, We have done a number of business valuations for clients who want to gift part or all of their business interest. These valuations require a discount for lack of marketability because they are generally considered less marketable than if that person...
by Greg Caruso | Sep 15, 2021 | Business Valuation Basics, Estate and Gift Tax Business Valuation
By Gregory R. Caruso, JD, CPA, CVA When we are assessing a company in a business valuation, we look at a number of future risks, some of which I’ve discussed in previous blog posts. Discounts and premiums are adjustments we make to the estimate of value in business...
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...
