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Education

Learn strategies that can help your business.

Education

Don’t Discount the Key Person Discount

Many CEOs joined the “Great Resignation” in 2021. Unfortunately, some businesses will struggle without the continued involvement of a so-called “key person.” This is a major risk that must be factored into the valuation equation.

Education

Close-Up On the Cost Approach

Financial statements are a logical starting point for valuing a business. The cost approach begins with the balance sheet. Is this approach right for your situation?

Education

The Ins and Outs of IRAs

Traditional or Roth IRA? Here are the differences in these retirement savings accounts.