Blog

Sep 15

Top 7 Reasons Business Owners Should Update Their Valuation Annually

For many owners, a business valuation happens only at a major milestone—an acquisition offer, a partnership change, or a planned exit. In reality, updating your valuation annually is one ...

Sep 8

How to Get a Professional Business Valuation and Why It Matters

For many business owners, the phrase “business valuation” comes up only when it’s time to sell. But in reality, a professional valuation is a strategic tool ...

Sep 1

Why Buyers and Sellers Rely on Transaction Advisors to Navigate Complex Deals

Buying or selling a business is rarely simple. Even the most promising deals can be filled with uncertainty, pressure, and unexpected challenges. That’s why smart business owners and investors ...

Aug 25

Business Owner Divorce: Common Valuation Mistakes That Can Cost You

When a business is involved in a divorce, the financial stakes are high. For business owners, the company is often their most valuable asset—and how it's valued can dramatically ...

Aug 18

How Business Valuation Works in Divorce: What Owners and Attorneys Need to Know

How Business Valuation Works in Divorce: What Owners and Attorneys Need to Know Divorce is difficult enough—emotionally, legally, and financially. But when a business is involved, the complexity increases ...

Aug 15

Your Business is One of Your Biggest Assets — Do You Know What It’s Really Worth?

As a business owner, your company isn’t just a source of income — it’s the result of your vision, hard work, and years of dedication. Yet, ...

Aug 11

The Importance of Independent Business Valuation in Legal Disputes

In legal disputes involving business interests, clarity and objectivity are critical. Whether it’s a shareholder disagreement, divorce proceeding, partner exit, or estate conflict, the valuation of a business often ...

Aug 8

Why Knowing Your Business Value Is Essential for Growth and Long-Term Success

For most business owners, their company is their largest asset. Yet many don’t have a clear, current understanding of what it’s worth. Without that knowledge, making smart decisions ...

Aug 4

Why Timing Matters: When to Get a Business Valuation and Why It’s Not Just for Selling

Many business owners assume they only need a valuation when it’s time to sell. But waiting until you're ready to exit can be a costly mistake. In reality, there ...

Jul 28

How to Prepare for a Business Valuation: 7 Steps Every Owner Should Take

Whether you're planning a sale, drafting a buy-sell agreement, gifting shares, or preparing for litigation, getting a business valuation is a critical step in the process. But what many business ...

Jul 21

What Buyers Look for in Small Business Acquisitions (And What That Means for Value)

If you're thinking about selling your business—whether now or in the next few years—it's crucial to understand what potential buyers are really looking for. ...

Jul 18

How to Prepare for a Business Valuation: 7 Steps Every Owner Should Take

Whether you're planning a sale, drafting a buy-sell agreement, gifting shares, or preparing for litigation, getting a business valuation is a critical step in the process. But what many ...

Jul 16

Selling a Business in Rochester, NY? Why a Professional Valuation Matters

If you’re planning to sell your business in Rochester, NY, one of the most important first steps is determining its true value. Yet many owners either skip this ...

Jul 14

Litigation Support Services for Attorneys: Why Certified Business Valuations Win in Court

When financial disputes head to court, the credibility of your evidence can make or break your case. For attorneys representing clients in shareholder disputes, divorces, partner exits, or commercial litigation, ...

Jul 10

Why CPA Firms Are Outsourcing Business Valuations—and How It Benefits Their Clients

As demand for business valuation services continues to grow, many CPA firms are facing a critical decision: build an in-house valuation practice or partner with an external valuation firm. Increasingly, ...

Jul 7

What Is My Business Worth in a Divorce? Understanding Fair Market Value vs. Personal Value

When a marriage ends and a business is involved, one of the first questions asked is: “What is my business really worth?” For many business owners, their company isn’t ...

Jul 1

What Are Strategic Transaction Advisory Services—and Does Your Deal Need Them?

Buying or selling a business is one of the most important financial decisions you’ll ever make. Whether you're a business owner preparing to sell, a buyer assessing ...

Jun 30

When Is an SBA Business Valuation Required—And Why It Matters

For small business owners navigating a sale or acquisition involving SBA financing, understanding when a business valuation is required—and what’s expected—is critical. Whether you’re a buyer, ...

Jun 23

Outsourced Business Valuation for CPAs: When to Partner With a Valuation Firm

Many CPA firms today are expanding their role from traditional tax preparation and accounting to trusted advisors who help clients make complex financial decisions. One area where this shift is ...

Jun 16

The Case for Outsourcing: Business Valuation Solutions for Accounting Firms

As client needs grow more complex, today’s accounting firms are being asked to deliver more than just tax and audit support—they’re expected to provide ...