Blog

Nick Swedberg | Feb. 22, 2019

Keep Fraud Off Your Restaurant’s Menu

In the restaurant industry, where long hours and thin profit margins are the norm, owners and managers often lack the…

Ashley Sparks | Feb. 13, 2019

Using a Fraud Expert to Head Off Bad Mergers

Mergers and acquisitions are filled with risks, some of them unavoidable. But buyers can avoid risks associated with cooked books…

Barb Sawdy | Feb. 12, 2019

How Financial Statements Tell Your Story

Ask many entrepreneurs and small business owners to show you their financial statements and they’ll likely open a laptop and…

Chris Wittich | Jan. 21, 2019

Best or Worst Tax Season?

I think there is a strong chance that 10-20-30 years from now when we look back at the 2018 tax…

John Csargo | Jan. 2, 2019

Taxation of Employee Stock Options

Before we get too deep into this, it’s necessary to understand that there are two kinds of stock options, nonqualified…

John Csargo | Dec. 10, 2018

Succession Plans for Family Businesses

Those who run family-owned businesses often underestimate the need for a succession plan. After all, they say, we’re a family…

Randy Feld | Sep. 10, 2018

Valuation Issues in your Buy-Sell Agreement

Every business with more than one owner needs a buy-sell agreement to handle both expected and unexpected ownership changes. When…

Drew Wolf | Jul. 2, 2018

Claiming the Child Tax Credit is Gonna Get Easier

I love my dog, Shea. I think of her as my child, but she has never given me any tax…

Chris Wittich | Jun. 26, 2018

Repatriation Toll Charge

If you own part of a foreign corporation you should read this all the way to the end.  If you…

Randy Feld | May. 17, 2018

Business Valuation Process: What to Expect

Many business owners who inquire about business valuations have a very limited understanding of what the valuation process entails.  I’ve…

John Csargo | May. 8, 2018

Distribution Rules for Inherited Retirement Plan Assets

As our clients address many of the issues associated with estate planning, one of the questions that usually comes up…

Randy Feld | Feb. 15, 2018

When Using an EBITDA Multiple Isn’t Optimal

Often when we talk to clients, attorneys, or other professionals about business value, they want to think in terms of…