Honoring Your Life’s Work: How to Leave (The Right) Legacy
Prospects often ask their Sofer Advisors business valuation expert how our valuation firm can play a key role in [...]
Mastering Business Succession Planning: Ensuring Your Legacy Thrives
Let’s start with a thought experiment. Imagine you have a time machine. But to thwart the type of catastrophes [...]
Partnership Buyout Valuations: Effective Strategies for a Fair and Smooth Transition
Business partnerships are much like marriages. Although we don’t (usually) take vows to stay with a commercial partner “until [...]
How and Why You Can Test the Waters with an Oral Valuation Report
Back in the day, teachers would ask a question that could send shivers down your spine: “Would you rather do [...]
What Parent Thinks Their Baby is Ugly? Valuation’s Importance in M&A Work
You can’t open a copy of the Wall Street Journal (or any other business publication) without being greeted with [...]
How to Get the Bank Valuation Your Business Deserves
Certain business relationships are prime examples of being between a rock and a hard place. Operating in the nexus [...]
Drastic Times Call for Drastic Valuations?
A client we’ll call Jason had a thriving company—and a rocky marriage. As things continued to crumble domestically, he knew [...]
From a Scoreboard Engagement to a Road Map for Success
A business owner we’ll call Bill had the perfect recipe for success. Bill owns a powersports dealership located near Naples, [...]
CARES Act May Increase Your Business Valuation
When the CARES Act was enacted, all the buzz from main street was about stimulus checks as well as PPP [...]