Exit Strategy Success: A 4-Quarter Program Buyers Trust
Preparing for a business sale? Learn how a four-quarter "Ops Readiness" program can transform your operations into a strategic value driver, reducing buyer risk and maximizing valuation.
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.
What the OBBBA Means for M&A Transactions
The OBBBA is reshaping the M&A landscape with tax reforms like bonus depreciation and expanded QSBS exclusions, creating new opportunities for buyers and sellers to structure deals strategically.
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.
Part 4: Ownership Interest and Discounts
Learn how to navigate and better understand the entire valuation process to include two components that a business valuation expert will consider: ownership interest and related discounts.
Part 3: Business Valuation Methods
Learn more about three ways to approach calculating a company’s value. Within each approach, commonly accepted methods exist that can be used in determining the value of a business.
Part 2: Critical Financial Components of Your Business Valuation
Learn the four key components to better navigate and understand the business valuation process.
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.
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.
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.