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October 14, 2022

The availability of quality workers remains a top challenge facing business owners today. Given the difficulty businesses have keeping their best talent, adding new talent to grow, or simply satisfying current demand, we are seeing more companies pursuing acquisitions for the labor pool and talent. This spans all industries and can be an excellent solution.

Read More about Solving Workforce Shortages via Acquisition

October 3, 2022

Did you know October is Employee Ownership Month? It’s a month-long celebration of ESOPs (Employee Stock Ownership Plans) and the benefits employee ownership provides to employees, companies, local communities, and the nation. Here’s how it got started…

Read More about Employee Ownership Month – Where Did it Come From?

July 8, 2022

What is the ideal strategy for business owners facing retirement? BCC business valuation expert Jennifer Julander shares advice for planning an exit strategy.

Read More about What’s Your Exit Strategy? Succession Planning for Closely Held Businesses

June 7, 2022

It’s critical for business valuation professionals to assess cyber risks when valuing a business. In this article BCC Advisers highlights the far-reaching effects of cyberattacks, frameworks that experts use to evaluate cyber risks and ways these risks may be factored into an expert’s conclusion.

Read More about How to factor cybersecurity concerns into a business valuation

May 10, 2022

The business world has changed dramatically over the last two years. When buying a business, it’s imperative to evaluate its expected future performance, rather than focus on its historical results. In this article BCC explains how strategic due diligence can help vet an acquisition’s potential success or failure by concentrating on four key areas: the market, customers, competitive positioning and management.

Read More about Strategic M&A due diligence should look to the future

April 5, 2022

A recent U.S. Tax Court case addressed the valuation of majority interests in five real estate holding companies for estate tax purposes. Estate of Warne involved several valuation issues. Perhaps most significantly, the court held that, when a 100% interest is split for purposes of charitable contribution, its full value is includable in the taxable estate. But the estate’s charitable deduction is limited to the discounted values of the fractional interests received by the charities.

Read More about Discounting majority interests - Tax Court tackles valuation of real estate LLCs

March 8, 2022

A question that often arises in divorces cases is: To what extent should goodwill be included in the marital estate? The treatment of goodwill varies from state to state. In some situations, it may be necessary to consider legal precedent from other states for guidance. In this article BCC Advisers summarizes a recent appellate court case from Kentucky that addresses this issue.

Maginnis v. Maginnis, No. 2019-CA-1090-MR (Ky. App. 2021).
Gaskill v. Robbins, 282 S.W.3d 306 (Ky. 2009).
Yoon v. Yoon, 711 N.E.2d 1265 (Ind. 1999).

Read More about Maginnis v. Maginnis - Court addresses apportionment of goodwill in divorce

February 8, 2022

Both financially distressed businesses and buyers considering acquiring a company in bankruptcy require the expertise of an experienced business valuation professional. These experts can help owners make informed decisions about their troubled company’s future and maximize liquidation proceeds. In this article BCC Advisers explains how business valuation professionals can provide buyers with accurate appraisals of distressed businesses and their assets.

Read More about Valuation matters in liquidation

January 4, 2022

Health care valuations have become particularly challenging during the pandemic. In this article BCC Advisers discusses some of the challenges facing health care and how valuation professionals have adjusted their analyses to cope with market disruptions and uncertainty about the future of this industry. A sidebar highlights a recent increase in cyberattacks targeting health care providers and how investing in measures designed to mitigate financial losses can pay off over the long run.

Read More about Valuing health care providers in the age of COVID-19

December 7, 2021

Defined value gifts can be used to minimize gift tax on transfers of difficult-to-value assets, such as interests in a closely held business or family limited partnership. In this article BCC Advisers summarizes a recent U.S. Tax Court case that demonstrates the importance of using precise wording in transfer documents to protect transfers against unintended adverse tax outcomes.

Nelson v. Commissioner, T.C. Memo 2020-81 (June 10, 2020).

Read More about Why words matter when making defined value gifts
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