Tag: Valuation
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Current Trends in Early-Stage Valuations
Authored By: Will O’Donnell Valuing early-stage companies involves not only understanding their growth trajectory but also examining the broader forces shaping their markets. While traditional company stages and valuation methods […]
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Unlocking Growth Potential: Key Valuation Stages and Methods for Startups
Authored By: Will O’Donnell Valuing early-stage companies presents unique challenges compared to established businesses. The complexity arises from multiple factors, including the company’s stage of development, the appropriate valuation methods […]
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7 Key Questions to Guide Your Carried Interest Valuation
Authored By: Patrick Guthrie Valuing carried interest is a nuanced and essential process for fund managers, investors, and those seeking effective estate planning strategies. Carried interest, while often misunderstood, represents […]
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The Importance of Accurate Portfolio Valuations for Investor Confidence
Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly. After all, the value of […]
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Evergreen Advisors Welcomes Business Valuation Expert Patrick Guthrie, CFA
Evergreen Advisors, a leading investment banking and corporate advisory firm for middle-market companies in the Mid-Atlantic, announced Patrick Guthrie, CFA has joined as a Director to the Corporate Advisory practice’s […]
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Navigating the Sunset of the Higher Gift and Estate Exemptions
In 2018, as part of the Tax Cuts and Jobs Acts (TCJA), the lifetime exemption limit for estate and gift tax purposes was increased to allow individuals to transfer double […]
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New Proposed Tax Bill Includes Changes That Impact Valuations
In providing valuations for clients for a variety purposes, including financial reporting or estate and gift tax planning engagements, preparers should consider the impact on value of both State and […]
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When Not to Implement an ESOP: Considerations for Businesses
Employee Stock Ownership Plans (ESOPs) have gained popularity as a way for companies to engage and incentivize their employees while providing a path to ownership. ESOPs can be a powerful […]
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Highlights from ASA’s 2023 Fair Value Conference
On 12/7/2023, the American Society of Appraisers (ASA) held its 2023 ASA Fair Value Virtual Conference – Winter. Below are a few key takeaways from the conference: Valuation Credentials: The […]
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Tax Benefits Await Investors in Small Business Stock
For many years, investors in qualified small business stock (QSBS) have sought to take advantage of a little-known tax election under Section 1202 of the Internal Revenue Code (IRC). Subject […]
