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.

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Close-up on the cost approach

Financial statements are a logical starting point for valuing a business. The cost approach begins with the balance sheet. Is this approach right for your situation?

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Federal Tax News for Individuals

Tax Season Filing Tips Did you know that tax return errors can delay refunds and increase audit risk? Before your tax return preparation appointment, make sure you've gathered all 2021 tax documents received, such as W-2s and 1099s. In addition, […]

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