Modern Debt Dynamics and the Effect on High-Net-Worth Wealth Plans
Sofer Advisors’ Jay Reardon contributed to this article, originally published on VentureMFO on March 31, 2025. Debt Dynamics It’s no [...]
Formal or Informal Valuation: Demystifying Calculation of Value vs. Opinion of Value
Many small and medium business owners feel like they’ve made a great leap in personal and professional development when [...]
Navigating the Economic Landscape: How Market Conditions Influence Business Valuations
Small and medium business owners tend to focus on their little corner of the economic world. We strive to create [...]
Strategic Succession: Navigating Family Business Buyouts and Ownership Transfers
Every family business owner dreams of being like Chick-fil-A. Not necessarily of reaching $18.8 billion in revenue (that’s a [...]
Why You Must Start Planning Your Business Exit Now—with the Right Valuation Expert
Many a business owner often contemplates their next life step. You may be such a person. Maybe you’re a [...]
Decoding the Maze: How to Select the Right Business Valuation Expert
There’s a fact of life most adults come to grips with at some point. The more important something is, [...]