Q & A: The Ins and Outs of Periodic Valuations

Many business owners only think about the value of their company on an incident basis, i.e., when they are weighing a major transaction such as a sale, considering estate planning, installing management incentives, or going through a corporate breakup or...

The “Rest of the Story:” Does the Pitch Match the Reality?

“O what a tangled web we weave when first we practice to deceive!” goes the old adage from the poem Marmion by Sir Walter Scott. It pertains to the perils of deception, but it is equally applicable to pitching a company to potential buyers. Of course, we are...