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Maximizing Legacies: Navigating Business Valuations for Estate and Gift Tax Purposes

Written by Dalton Hopper, CFE, CVA As part of the 2017 Tax Cuts and Jobs Act, the gift and estate lifetime exclusion amount was raised and is currently set to

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The Difference One Word Makes

Written by Dalton Hopper, CFE, CVA There are few situations in which one word can make all the difference. In this example, we’re examining the difference between fair market value

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Understanding Your Buy-Sell Agreement – Part 5

Written by Dalton Hopper, CVA, CFE This is the last article in our series discussing the valuation aspects of buy-sell agreements. We have discussed what is included in a buy-sell

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Understanding Your Buy-Sell Agreement – Part 4

Written by Dalton Hopper, CVA, CFE In our previous articles, we discussed items to consider including in your buy-sell agreement, as well as how to determine your business’ value, and

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Understanding Your Buy-Sell Agreement – Part 2

Written by Dalton Hopper, CVA, CFE Recently, we kicked off a series discussing buy-sell agreements and what business owners and business advisors should know when it comes to valuation. In

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“What’s My Business Worth?” A Business Valuation Can Help With the Answer

Written by BMSS Supervisor Dalton Hopper, CFE One of the most commonly asked questions from clients is, “What’s my business worth?” Whether you are planning to buy or sell a business,

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