Prepare Your Business as the High Estate Tax Exemption Expires

If your estate could surpass the lifetime estate exemption, learn about new guidelines that might justify a lower and more favorable valuation for tax reporting purposes.

2024-01-09T16:52:58-05:00January 10, 2024|Categories: Business Valuation, Tax: Business|Tags: |

Part 1: Basics of the Business Valuation Process

The Business Valuation Team at PBMares has written a four-part series of articles to help readers navigate and better understand the valuation process. This first article explains the purpose of a business valuation (BV) and key BV concepts.

2023-12-22T14:25:27-05:00December 28, 2023|Categories: Business Valuation|Tags: |

Whitepaper | Vital Signs: The State of the Markets Q3 2023

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

2023-10-30T12:08:04-04:00October 30, 2023|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs, Whitepaper|Tags: , |

Whitepaper | Vital Signs: The State of the Markets Q2 2023

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

Whitepaper | Vital Signs: The State of the Markets Q1 2023

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

2023-11-07T09:09:57-05:00April 27, 2023|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs, Whitepaper|Tags: , |

Whitepaper | Vital Signs: The State of the Markets Q4 2022

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

2023-11-07T09:10:46-05:00January 24, 2023|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs, White Paper|Tags: , |

Whitepaper | Vital Signs: The State of the Markets Q3 2022

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

2023-11-07T09:11:21-05:00October 26, 2022|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs, Whitepaper|Tags: , |

Whitepaper | Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, you'll learn why you might need a valuation and the common methodologies used to determine value.

2023-11-07T08:30:07-05:00November 30, 2021|Categories: Business Valuation, Transaction Advisory, Whitepaper|Tags: |
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