Tag: Valuation
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An ESOP Feasibility Study—How It Guides the ESOP Decision
Authored By: Patrick Guthrie, CFA When business owners begin exploring exit strategies or liquidity events, the idea of selling to an Employee Stock Ownership Plan (ESOP) often surfaces as one
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2025 ASA Fair Value Conference Highlights: CSRP, AI, and Valuation Trends
Authored By: Will O’Donnell In early May, Evergreen Advisors attended the American Society of Appraisers’ (ASA) 2025 Spring Fair Value Conference—an event that brings together top valuation professionals, thought leaders,
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Pre-Sale Planning: Valuation, Marketability & Key Milestones
Authored By: Patrick Guthrie, CFA Pre-sale planning is essential for private business owners who want to maximize valuation, enhance marketability, and reduce tax liabilities before selling their business. A well-timed
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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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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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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 announced Patrick Guthrie, CFA has joined as a Director to the Corporate Advisory practice’s Business Valuation team.
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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
