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...
by Greg Caruso | Sep 29, 2021 | _SBA Business Valuation and Appraisal, Featured on SBA Page
By Gregory R. Caruso, JD, CPA, CVA There are over 30 million small businesses in the US, according to the Small Business Administration (SBA), and upwards of 50,000 small businesses are sold each year. If you are buying a small business, an SBA business...
by Greg Caruso | Sep 22, 2021 | _Harvest/Art Business Valuations
By Gregory R. Caruso, JD, CPA, CVA Here are some recent valuations, which have sometimes been complicated by COVID-19. We recently analyzed a gym, a landscaping company, and physical therapy and chiropractor practices. We do small business valuations for SBA...
