Beneficial Ownership Interest Reporting If your company reported $5 million in revenue or less for 2023 or more than $5 million in revenue but has fewer than 20 full-time employees, please read further. Beginning on January 1, 2024, private companies are required to...
My article, “Valuing Small Private Companies for ESOP Transactions: A Practical Guide,” was published in the September/October issue of the The Value Examiner. I hope this will be helpful to companies contemplating an ESOP transaction and to valuation...
The Main Street Employee Ownership Act was recently enacted and is good news for business owners looking for a way to exit their businesses. The Act encourages creation of ESOPs or worker coops by facilitating transactions via loans supported by the SBA, and also...
Since Valuation is my business I tend to think about the value of what I am purchasing- weighing pluses and minuses for big ticket purchases. However, since reaching a certain age I enjoy recalling the various family trips we’ve taken over the years. A trip to...
Prenuptial agreements have become more common among millennials. I have performed business valuations for many divorce cases but none have involved a prenuptial agreement. An interesting New York Times article by Alton Abramowitz and Orly Lobel discusses Prenuptial...
Estate planning has become more complicated in the age of social media. I have mixed feelings when I see a deceased friend’s birthday reminder pop up on FaceBook. I’ve been doing some updates to my estate plan and found this recent article from the New...
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