Private company valuation

Accurate Asset Assessment for Fair Distribution: When planning an estate, one of the primary concerns is ensuring a fair and equitable distribution of assets among beneficiaries. A professional valuation provides an accurate and unbiased assessment of the true value of all assets, including real estate, investments, businesses, and personal property. This is essential to avoid disputes…

If you have ever traveled on the subway in London or the train system in England, I am sure you have heard the phrase “Mind the Gap” numerous times. “Mind the Gap” is the British version of the American admonishment “Watch Your Step.” The wording of the English warning was created in the late 1960s…

Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans with industry benchmarks, it is possible to identify cost savings opportunities that can help optimize benefit plans and reduce overall costs. Ensure competitive benefits: Benchmarking can help ensure that the benefits…

Program produced by XPX Fairfield County and XPX Hartford. Owners always want to know what their business is worth, and determining that value depends on a multitude of factors. Join us on Friday, January 21 for a joint meeting between XPX Fairfield and Hartford on what impacts valuation. We will be joined by Nathan Klatt (Managing Director,…

We continue to follow the story of the Resnicks and SMS Manufacturing. So now we have the opportunity to help the Resnicks realistically evaluate the value of their business. We will approach the case study from the point of view of a trusted advisor and how we communicate the positives and negatives to business owners….

Program produced by XPX Charlotte. All businesses have strengths and weaknesses, however certain weaknesses ding a company’s value more than others. In this session: You’ll learn how buyers weight strengths and weaknesses to better assess how they will value a business. You’ll better understand how to prioritize strategic initiatives based on how each impact perception…

Program produced by XPX New England.Structuring & Strategies for increasing shareholder valueIn this XPX session, our panel of experts will walk through a set of case studies showcasing a series of tools to increase shareholder value.The case studies will provide insight from CEO, Investor and Advisor perspectives highlighting the growth of a formerly family owned…

Intangibles and Corporate Value This program continues our two-part discussion about shifts in business and economics and how they affect our clients. In this Part 2 of the discussion, we’ll have a panel discussion about the rise of intangibles: The two trends that have led to the dominance of intangibles in business How intangibles influence…

Program produced by XPX New York. The Power of Culture and its Impact on Business Valuations Businesses are challenged now more than any time in history. This session will focus on how a dynamic business culture supports and sustains growth, enhancing business valuations.Our Speaker:Rochelle LisnerFounderDynamic Business GrowthRochelle Lisner, through her firm Dynamic Business Growth, works with companies…

Produced by XPX New Jersey With public equity markets continuing to rise, many of us are curious if the private market valuations should rise as well. Too many owners are struggling and questioning their future and with that are considering an exit. But will their valuations justify an exit? What is the current read on…

Program produced by XPX Philadelphia. Small and Micro Business Valuation Under Covid-19 Cover ways to calculate micro and small business value during times of increased risk and uncertainty. Covid-19’s effects on the economy has magnified risk and uncertainty for small business – making the job of valuators more difficult. The program will dive into problematic…

Program produced by XPX San Antonio. XPX San Antonio Owner and Advisor Summit  Valuations & Financing Problems During the Pandemic Moderator: Carolyn Smith, Chartered Advisor in Philanthropy, Senior Partner – C3Financial Panelist: Kim Ford, CPA – theKFORDgroup Jim Park, ASA – Munroe, Park, & Johnson, Inc. Robert Potter, Executive Vice President, Lone Star Capital Bank Tim Ramon,…

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In Muldrow v. City of St. Louis, the Supreme Court tackled a very important question: under Title VII (the federal civil rights law), when is a job transfer discrimination? The Background Title VII makes it unlawful for an employer “to fail or refuse to hire or to discharge any individual, or otherwise to discriminate against…

What is the role of a company’s board directors?  There are many possible, and valid, answers to this question. Guidance, oversight, succession planning, and executive compensation often are mentioned, and rightly so. But at the Private Company Governance Summit 2024, speaker Jon Wells of Midmark Corporation shared a different answer: to be a ‘professional question…

On March 8, 2024, the U.S. District Court for the Eastern District of Texas struck down the new joint employer rule created by the National Labor Relations Board (the “NLRB” or “Board”). As we covered earlier this year, the now-struck-down 2023 Rule severely loosened the Board’s existing regulations by allowing a joint employer finding irrespective…

How many decisions do you make every day? According to Cornell University researchers: more than 35,000. Every. Single. Day. Decision-making is one of a CEO’s most important jobs, and one of the easiest to do wrong. It doesn’t have to be like that though. Here are 5 tips to improve your decision-making effectiveness – and help you…

Unlock the Potential of Buy-Sell Agreements and Estate Taxes with Premium Financing As a professional in the premium financing life insurance industry, staying informed about the strategies that can benefit your clients the most is crucial. One such strategy is premium financing, a powerful tool for paying estate taxes and fund buy-sell agreements. Join us…

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