19 min read
When You Need A Certified Business Appraisal For Your Advisory Firm
A certified business appraisal becomes important when the value of an advisory firm must be reviewed by a third party. Attorneys, CPAs, courts,...
Know What Your Business is Worth
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Alan Salomon, CPA/ABV, CVA, is a valuation and tax specialist with more than a decade of firm ownership and hands-on experience serving closely held businesses. He provides accredited valuations for buy/sell agreements, estate and gift matters, divorces, shareholder/member disputes, and fair value reporting, as well as personal, business, and fiduciary income tax preparation and planning. Alan’s articles explain how valuation approaches apply to advisory practices, how to document defensible conclusions, and where tax planning can materially impact deal structure and after-tax proceeds. His work emphasizes compliance with professional standards and practical documentation that stands up to scrutiny.
19 min read
A certified business appraisal becomes important when the value of an advisory firm must be reviewed by a third party. Attorneys, CPAs, courts,...
19 min read
Most financing requests stall because the valuation report doesn't answer the questions lenders actually ask. A practice might be worth $2 million,...
13 min read
Two advisory firms can generate the same annual revenue and still produce different valuation outcomes. The reason often comes down to revenue mix:...
11 min read
Internal partner buy-ins are increasingly central to succession strategies in financial advisory firms as founders plan exits and next-generation...
8 min read
Your reports may look clean. But if a buyer, lender, or regulator pulled your raw data tomorrow, would it reconcile without explanation?
6 min read
If you are planning to sell your advisory firm, pursue succession, or explore financing within the next one to three years, preparation will...
10 min read
If you plan to sell your practice, your valuation will either attract buyers or drive them away. Many sellers get this part wrong. They price based...
1 min read
Despite the challenges of fluctuating markets, practice valuations have reached an all-time high. Since January 1, 2020, we have completed over 400...
2 min read
Your financial planning practice is likely your largest asset. Understanding its potential value is critical to making smart business decisions. One...