Valuation Insights for Attorneys and Wealth Managers As a legal professional managing cases or a wealth manager overseeing transactions that require precise and reliable business valuations, staying informed on the latest valuation strategies and industry trends is...Valuation Insights for Attorneys and Wealth Managers As a legal professional managing cases or a wealth manager overseeing transactions that require precise and reliable business valuations, staying informed on the latest valuation strategies and industry trends is crucial to delivering exceptional service and expertise to your clients. We’re thrilled to present the latest edition of […]
Private equity firms are actively seeking businesses in Northeast Florida. By Bill Sorenson | Guest Columnist | 12:05 a.m. August 15, 2025 The Jacksonville Daily Record published the article, which can be accessed through the following link. If you’re a family...Private equity firms are actively seeking businesses in Northeast Florida. By Bill Sorenson | Guest Columnist | 12:05 a.m. August 15, 2025 The Jacksonville Daily Record published the article, which can be accessed through the following link. If you’re a family business owner in Northeast Florida and haven’t begun planning for your exit, now is the time […]
Stay Informed with the Latest Insights in Business Valuation As a legal professional managing cases or a wealth manager overseeing transactions that require precise and reliable business valuations, staying informed on the latest valuation strategies and industry...Stay Informed with the Latest Insights in Business Valuation As a legal professional managing cases or a wealth manager overseeing transactions that require precise and reliable business valuations, staying informed on the latest valuation strategies and industry trends is crucial to delivering exceptional service and expertise to your clients. We’re thrilled to present the latest […]
For wealth managers advising business owners, succession planning is a pivotal component of comprehensive wealth management. Yet, one foundational element is too often overlooked or underestimated: the regular, objective valuation of the business. Communicating the...For wealth managers advising business owners, succession planning is a pivotal component of comprehensive wealth management. Yet, one foundational element is too often overlooked or underestimated: the regular, objective valuation of the business. Communicating the necessity and strategic value of periodic business valuations can empower your clients to make informed decisions, optimize outcomes, and preserve […]
Fair market value is the most commonly applied standard when determining the value of a going concern or a holding company. This standard defines the value as the price a willing buyer would pay to a willing seller, with both parties having reasonable knowledge of all...Fair market value is the most commonly applied standard when determining the value of a going concern or a holding company. This standard defines the value as the price a willing buyer would pay to a willing seller, with both parties having reasonable knowledge of all relevant facts and acting without pressure or compulsion. […]
