News

Circuit Court Decides Results in Business Valuation Quandary

By Trinity Advisory Group / December 15, 2023 / Comments Off on Circuit Court Decides Results in Business Valuation Quandary

Eighth Circuit Decision Creates Uncertainty as To the Effect on Company Value of Company-Owned Life Insurance Acquired to Fund a Share Redemption Obligation Introduction: Business owners often enter into agreements amongst themselves giving options, or imposing obligations, to purchase one another’s company equity interests (whether shares of stock of a corporation, or units of businesses…

Recent Increases In Inflation Will Likely Impact Closely Held Business Valuations

By Scott Burns / December 2, 2022 / Comments Off on Recent Increases In Inflation Will Likely Impact Closely Held Business Valuations

From 2012 through 2020, US business owners and investors enjoyed relative price stability. During that period, the annual rate of inflation (as measured by CPI-U) increased within the relatively narrow range of .1% (2015) to 2.4% (2018), with the annual increase over this period averaging 1.6%. Then came 2021 and the end of the relatively…

eNewsletter

Get game changing trends and analysis to your email.

Yes! I want to be in the know

Check Back

Please check back to our blog for updated content.

Let's talk

(262) 240-9904