Strategic Succession: Navigating Family Business Buyouts and Ownership Transfers
Every family business owner dreams of being like Chick-fil-A. Not necessarily of reaching $18.8 billion in revenue (that’s a [...]
Why You Must Start Planning Your Business Exit Now—with the Right Valuation Expert
Many a business owner often contemplates their next life step. You may be such a person. Maybe you’re a [...]
Decoding the Maze: How to Select the Right Business Valuation Expert
There’s a fact of life most adults come to grips with at some point. The more important something is, [...]
Are you selling your Financial Advisory Business for less than you could?
Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. Too [...]
How to Boost Stakeholder Confidence Through Transparency in Business Valuation/Planning
An old saying goes like this: “There are three kinds of lies: lies, damned lies, and statistics.” From the business [...]
Bridging the Gap: Overcoming Common Business Appraisal Hurdles—The Sofer Advisors Way
Some Americans have a bad habit of not going to the doctor—whether they suspect something’s wrong or they’re simply [...]