by Greg Caruso | Feb 14, 2022 | Increase Business Value
Improved listening will Improve Your Leadership and Sales Results Improving Business Value Roberto constantly meets with prospects and in machine gun fashion proceeds to tell them why he is the best tax accountant (you could put contractor, banker, auto shop….)...
by Greg Caruso | Feb 8, 2022 | SBA Business Valuation and Appraisal
Sample SBA 7(a) Business Valuation / SBA Business Appraisal Report is provided below. Our reports are completely compliant, reasonably priced, easy to order and have a quick delivery time. Business valuations that are compliant with the SBA SOP (Small Business...
by Greg Caruso | Jan 30, 2022 | Business Valuation Basics, Technical Business Valuation Topics
The best a business valuator can do is issue an “Opinion” as to business value. As such there is always the possibility of mistakes or error in business valuations. These seven, “easy to miss errors” in business valuation can cause the business valuation...
by Greg Caruso | Jan 20, 2022 | Business Exit and Succession Planning
Most accountants and related professional practices fail to plan for their business or practice succession or business exit. This is a tremendous missed opportunity! Fortunately for them most accounting practices perform bookkeeping, audit and/or tax work which is...
by Greg Caruso | Jan 6, 2022 | Business Exit and Succession Planning, Business Valuation Basics, Increase Business Value
“Daddy, I know how we get money.” Said my 3 year old son in his very deep voice. “How?” I asked. “We go to the ATM” he said. Well my son was right. Prior to everything being cards and phones it was important to have cash and I would get my cash at an ATM at my...
by Greg Caruso | Dec 27, 2021 | Increase Business Value
Goal setting and planning with follow through is a proven way for professionals and business people to increase their earnings, increase their vacation time and increase their business value. We have produced a simple guide to goal stetting which includes a quick...
by Greg Caruso | Dec 8, 2021 | Increase Business Value
We believe that listening is a key to better serving our clients. Improve your listening skills and improve your business valuations. Yes, it is as simple as listening. Listening is a lost skill. It is through listening that we can truly understand...
by Greg Caruso | Oct 27, 2021 | Business Valuation Basics, SBA Business Valuation and Appraisal
Valuing small business using financial statement evaluation and ratio analysis (quantitative analysis) can be difficult because companies do not tend to follow industry or GAAP standards. Even when cash flows are correct, other financial information may not compare...
by Greg Caruso | Oct 19, 2021 | Business Valuation Basics, Technical Business Valuation Topics
At 1:00 PM, October 20, 2021, Gregory Caruso is giving a two hour presentation to the Rhode Island Chapter of the National Association of Certified Valuators and Analysts (NACVA). The business valuation presentation is based on the methodology explained in...
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...
