Resources

Knowledge Base

Practical insights on business valuation, transition/exit planning, and value enhancement for closely held companies.

Business Valuation5 min read

What's My Business Worth?

At some point, every closely held business will face a transition.  Whether to the next generation, employees or an outside party, there will be a transfer of value. Valuing a public company can be straight forward; valuing a closely held business is much more challenging. For these business owners, knowing the true value of your business is critical to proper planning and achieving personal goals..............

Transition Planning5 min read

The Transition Planning Process

"The only certainties in life are death and taxes". Ben Franklin missed the third - Business Transitions. Every closely held business will experience a transition, whether a sale, transfer to the next generation, or other approach. The key is the owner should control the event rather than letting the event control the outcome...

Value Enhancement7 min read

The Key Drivers of Business Value

Understanding and measuring those things that drive value in your business is critically important in helping deliver maximum profits today, and price tomorrow. The identification of your key drivers provides an important foundation for prioritizing the real intrinsic value of your company.......

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