Keys for CPA’s, Financial Planners, and Attorneys to Know When Providing Consulting Concerning Business Succession or Exit

CPA, Attorney, Financial Planners, assisting in Business Succession PlanningYour clients are starting to think about business succession and even possible business exit.  (Or perhaps, they should be.)  But, how...

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How to Provide Consulting Advice to Your Clients Nearing a Business Succession or Business Exit Event

How to Provide Consulting Advice to Your Clients Nearing a Succession Event for Accountants, CPA’s, Attorney’s, Financial Planners and other consultants. (Both planned and maybe – unplanned events) Your...

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New Jersey Business Valuation Conference – Business Valuation, Forensics, Fraud Topics on the Schedule

New Jersey Business Valuation Conference – Summary of the Day New Jersey Business Valuation, Forensics, Fraud Topics on the Schedule Greg Caruso, Chapter President,  Tuesday, November 28, 2017.  For...

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NJ NACVA

This link will provide access to the slide shows and other documents for the New Jersey Business Valuation and Expert Witness Conference. If you desire a copy of these...

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Business Valuation and Business Succession Planning Lead to Better Business Brokerage Results

Your client, or you if you are a business owner, should obtain a business valuation as part of a proper succession planning process.  The business valuation combined with succession...

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Business Valuation for use in Merger and Acquisitions / Business Sale Situations

https://s3.amazonaws.com/cw.nacva.com/PERC/AVW/2017/August/GregCaruso_AVW_AUG21017.mp4 Business valuation in M&A or Business Sale Situations is a 20 minute webinar that explains what creates value when businesses are being prepared for business succession, business sale...

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SBA 7(a) Business Loans have new guidelines SOP 50 10 5(J) Reducing Equity Requirements

The SBA has new rules SOP 50 10 5(J) for 7(a) business loans reducing equity requirements in Sale Transaction to 10 percent.  Download the full summary by clicking here:...

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Ten Tips for Selling Your Business at a High Price with Low Stress; An Experienced Business Broker Weighs In

Selling your business for a high price can be like a chess game. 10 Tips to win by a business broker and business valuation expert. Since most owners will...

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Business Valuation in New Jersey, Maryland, Pennsylvania and the Experts Role in Financial Litigation

The key factors that experienced business valuation and litigation consultants consider for cases in Maryland, New Jersey, and Pennsylvania when they evaluate and undertake a new litigation project are...

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How to Write a Letter of Intent for a Business Sale, Business Acquisition or Purchase

Below are some steps we have found effective in negotiating letters of intent for the acquisition or sale of a business. This is written from the point of view...

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