Resources
Insights, guides, and thought leadership on business valuation, benchmarking, and financial intelligence for the private economy.
A comprehensive guide to the analytical process of determining the economic value of a business, from defining purpose to issuing certified reports.
Read More →Strategic guidance on integrating business value, personal wealth goals, and tax strategies into a cohesive retirement plan for private company owners.
Read More →A comprehensive guide to how CFP® professionals help translate enterprise value into durable, tax-aware retirement plans for closely held business owners.
Read More →How CEPAs guide business owners through a multi-disciplinary, value-growth and transition strategy that maximizes enterprise value while aligning with post-exit goals.
Read More →A comprehensive guide to protecting family harmony and enterprise value through structured governance and careful succession planning.
Read More →A comprehensive guide to navigating private equity sales, from understanding deal structures to maximizing valuation and negotiating favorable terms.
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