Accounting Practice Exit and Succession Planning – A Missed Opportunity?
Most accountants and related professional practices fail to plan for their business or practice succession or business exit. This is a tremendous missed opportunity!
Improve Business Value – Build Your Business or Practice Like an ATM
“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...
Grow Your Business Value by Planning and Goal Setting
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...
Listen for Better Business Valuation Results
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...
Quantitative Analysis vs. Qualitative Analysis in Small Business Valuation
Valuing small businesses can be a challenge because we don’t have matching data. Here’s an overview of soft factors to consider.
Market Method Business Valuation Presentation for Rhode Island NACVA Chapter
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).
Discounts for Lack of Marketability and Mandelbaum Factors
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...
What You Need to Know About SBA Business Valuations
Here is what buyers and sellers need to know about SBA business valuation.
New Business Valuations – Landscaping, Fitness Center / Gym, Chiropractor and PT Practices
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 loans, exit and succession planning, and business mergers.
What is the discount for lack of marketability (DLOM) in 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...