A Business Valuation is Critical to a Successful PE Transaction
For a business owner, selling the company to a private equity (PE) firm can be one of the most significant financial and strategic events of his or […]
For a business owner, selling the company to a private equity (PE) firm can be one of the most significant financial and strategic events of his or […]
The market approach is based on a straightforward premise: A company’s value can be derived from the prices others pay for similar businesses. But, in practice, this technique isn’t […]
Valuation professionals often use discounted cash flow (DCF) techniques to determine the value of a business or estimate economic losses. A critical input in a DCF model is the […]
Valuing an established business typically starts with analyzing historical financial performance. However, most start-ups have never generated positive cash flow (or even revenue), which presents unique challenges. Applying standard […]
A family limited partnership (FLP) can be a powerful tool for consolidating and managing family wealth while reducing gift and estate taxes, in part through valuation discounts. However, the […]
Obviously, financial statements play a critical role in valuing businesses for mergers and acquisitions (M&As). Prospective buyers turn first to financial metrics […]
When determining how much a business is worth, a valuation professional must evaluate current market conditions — and today’s marketplace is […]
Are you thinking about selling or merging your business? In September 2025, the Federal Reserve Bank lowered its benchmark rate by 0.25% and hinted at possible additional rate cuts […]
As calendar-year entities start work on their year-end financials, it’s important to remember that financial reporting is about more than compliance. Financial statements also help business owners […]
When valuing large blocks of publicly traded stock, business valuation professionals sometimes apply a “blockage discount.” This adjustment reflects the decrease in the per-share value of a […]