Newsroom


3 out of 4 Business Owners Profoundly Regretted Selling their Business 12 Months after the Sale! Here's Why...

Wednesday, June 08, 2016

How would you answer the following three questions?
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It's Time for the National Center for Employee Ownership (NCEO) 2016 Annual Conference

Wednesday, April 06, 2016

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25 Reasons a Business Owner may Need a Business Valuation

Friday, May 15, 2015

There are many reasons that a business owner or individual may need to know the value of a business.  The standard of value that is typically utilized is fair market value.  The fair market value standard consists of an independent buyer and seller having the requisite knowledge and facts, not being under any undue influence or stressors and having access to all of the information to make an informed decision.  Below are 25 common reasons that a business owner or individual may need a business valuation:  Read More


Initial Guidelines for ESOP Trustees and ESOP Valuations

Monday, September 29, 2014

The U.S. Department of Labor has a 2014 initiative to closely examine and scrutinize ESOP valuations. The U.S. government is increasing their scrutiny of business valuations of ESOPs (Employee Stock Ownership Plan) within sponsoring companies as a result of the inflated values and per share discrepancies in values in recent years.  The Labor Department is currently involved in 15+ lawsuits, most of them involving business valuations as the central issue in dispute.  The claims include deliberate inflation of values harming the ESOP Plan and the participating members of the plan.  Read More