Take Advantage of Tax Breaks for Small Businesses

If you own a small or medium-sized business, it may be eligible for some significant tax breaks that aren't available for larger entities. Here are three examples to consider as you file your tax return for 2021 and plan for 2022. […]

Read More

Going private

Dell, H.J. Heinz, Dunkin’ and many other companies have delisted from the public markets in recent years. Is it time for your company to say goodbye to Wall Street?

Read More

Rx for valuing a distressed business

Owners of struggling businesses may want to assess how much their operations are worth for many reasons, including M&A, estate planning, shareholder buyouts and bankruptcy. Here’s an overview of how valuation professionals treat these special circumstances.

Read More

Don’t discount the key person discount

Many CEOs joined the “Great Resignation” in 2021. Unfortunately, some businesses will struggle without the continued involvement of a so-called “key person.” This is a major risk that must be factored into the valuation equation.

Read More
BKR International logo.
Ohio Oil & Gas Association logo.
NACVA logo.
The Ohio Manufacturers' Association logo.
AICPA logo.
Team neo Cleveland+ logo.