Operational Readiness: The 18-36 Month Exit Strategy No One Talks About

Learn how preparing your business 18–36 months before a sale with documented processes, reliable KPIs, and operational readiness can significantly boost valuation and streamline the sale process.

2026-02-24T14:58:46-05:00February 24, 2026|Categories: Business Valuation, Consulting|Tags: , |

Webinar Recording: OBBBA’s Impact on M&A

Recent tax reforms have created significant shifts for businesses, particularly those considering a sale or acquisition. This webinar will share the most critical changes in this new environment.

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: |

Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks

In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.

2023-11-16T16:00:05-05:00November 16, 2023|Categories: Audit & Assurance, State and Local Government|Tags: |

Best Practices: Internal Controls for Grants

As our government clients work to safeguard grants and comply with Office of Management and Budget (OMB) requirements, strategic planning for internal controls is critical.

2023-09-26T13:40:25-04:00September 26, 2023|Categories: Audit & Assurance, State and Local Government|Tags: , |
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