Q: Where is the best place to store estate plan documents? A: The best place to store estate plan documents is in a secure location that others know of and that is easily accessible. Storing the documents in a safe…
Introduction Last month we discussed The Comparables Price Method, The Capitalization of Earnings Method, and the Net Tangible Asset method of business valuation. This month we go on to discuss additional methods that are used and weighted in order to…
Prospect Partners is one of the largest and most active private equity buyers focused on acquiring companies with revenues of >$10M but <$75M. In September they released an article with this same title, and I thought it was so well…
Reasonable Compensation A Court of Appeals recently reversed a Tax Court holding involving reasonable compensation to a key stockholder/employee of a privately held corporation. In many situations, a high salary can be justified by having special expertise to operate the…
Q: When I sell my business, what assets can I expect to keep in the transaction? A: When a business is sold, the asset purchase agreement dictates which assets are sold and which assets are kept by the seller. Typically,…
Introduction Along with deciding to engage in business succession planning and finding a successor, it is necessary to value a business. A valuation is necessary whether the business is to be transferred to an heir or third party or for…
You may be eager to sell your business, and happy to have an acquirer at your doorstep, but are you prepared for what happens when an acquirer starts looking “under the hood” of your business? Most professional acquirers will have…
Guaranteed Payments The Tax Court ruled that guaranteed payments were subject to self-employment tax in a case where the two partners in a Limited Liability Company were husband and wife. In this case taxpayers were husband and wife. The wife…
Q: My father just passed away. Will I have to pay estate taxes on the value of the estate? A: Generally, the heir does not pay the estate tax. If there is an estate tax due, the estate is responsible for…
Introduction Many people dream of the retirement that includes walking along the beach with a loved one, spending the nights in hotels, and eating dinners that include good food, wine, and candlelight. The reality can be that for some, at…
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