Services: Transaction Advisory
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Charitable Donation Tax Deduction by Gift Type
Learn how charitable donation tax deduction rules differ by gift type: cash, stock, property, and services, and how to maximize your tax savings.
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Business Succession Planning
A business valuation expert helps succession planning by determining fair market value, identifying valuation discounts, and preventing costly disputes among successors.
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Goodwill Impairment Test
The goodwill impairment test now follows a simplified one-step process under FASB’s ASU 2017-04. Learn how the change works and what it means for…
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Audit Readiness: How to Prepare Your Business for a Smooth
Achieve audit readiness by organizing documents, reviewing past adjustments, and anticipating your CPA’s requests so fieldwork runs on schedule.
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Business Succession Planning and Estate Planning
Business succession planning and estate planning serve different purposes. Aligning both protects your company, your family, and your legacy.
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Estate Planning for Business Owners: Succession Goals
Estate planning for business owners starts with succession goals. Learn how recapitalization and voting shares help transfer wealth.
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Leveraged Recapitalization: Liquidity Without Selling
A leveraged recapitalization lets owners access liquidity without a full sale. Learn how PE partnerships and management buyouts work.
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How to Make a Distressed Acquisition Profitable
A distressed acquisition can yield strong returns when you find fixable problems, perform rigorous due diligence, and execute a turnaround plan.
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Asset Sale vs Stock Sale
Asset sale vs stock sale in M&A depends on whether your business is a C corp or S corp. Learn how entity type affects…
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Family Business Succession Planning: Avoid a Struggle
Family business succession planning prevents heir conflicts by addressing ownership transfer, buyout funding, and estate division early.