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Business Valuations
Grooming the right leadership team or bringing new owners into your company must be carefully orchestrated. Future owners need to match your goals for transfer of ownership, but they should also mesh well with daily operations and employee expectations. If you plan to exit gradually, your chosen successor must also be open to your continued...
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There are multiple business valuation methods to choose from when valuing a closely held business. Each one has its own pros and cons. In this video Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA describe three common methods: the book, market and income methods of a company valuation. Partnering with an experienced business valuation consultant allows you to determine...
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Many due diligence factors should be reviewed when considering a merger and acquisition. In this video, Certified Valuation Analysts, Ryan Campbell and Andrew Labosier, describe these factors besides EBITDA that impact M&A. EBITDA and calculating multiples is an easy route to valuation, but not as accurate as applying adjustments, such as; owner compensation, discretionary expenses and related...
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When creating a succession planning strategy, you may be thinking through who will take ownership of the company. Keep time on your side during the succession planning process. In this video Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss the importance of connecting with an advisor sooner rather than later when planning for the future...
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A business valuation may be needed when thinking through your gifting and estate planning strategy, such as with inherited shares from a business. In this short video, Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss common gift and estate tax planning scenarios when it’s beneficial to get a valuation. Reach out to learn if it’s a good idea...
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Many companies look for creative ways to attract and reward key employees. In this video, Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss stock options and stock appreciation rights (SARS) as part of executive compensation packages. You need to establish the base price for this type of compensation, which supports calculation of “fair...
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Knowing the value of a business is important at many different stages, not just during merger or acquisition activity. Full business valuations may be appropriate when a business partner wants to be bought out or for an equitable division of assets during an owner’s divorce or estate settlement.  However, there are times when it is appropriate for a business to save time and money...
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Every business owner planning to sell their company aims to get the highest value at the time of the sale. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) is a tool that can help do just that. However, as with any financial adjustment, you need to proceed with caution and do it correctly to...
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Many business owners only consider the value of their company when they begin planning their exit strategy, but by then it may be too late to significantly impact value in a positive way. There are also many circumstances that could require an owner to sell or transition the business sooner than expected. If you know...
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