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Appraisal anxiety – Why business owners should value valuations
February / March 2015
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1045
Abstract: Appraisals can inspire anxiety for many business owners. After all, valuations cost time and money. Nonetheless, there are some legitimate reasons to obtain an appraisal regularly or, at the very least, to familiarize oneself with the process so as to be ready when the time comes. This article discusses three basic “pillars” of the appraisal process and explains how a valuation can provide an unbiased, up-to-date perspective on a business. A sidebar looks at when a simple “calculation” may or may not be preferable to having a full valuation.
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What’s a business worth? It depends
May / June 2011
Newsletter: Valuation & Litigation Briefing / Litigation & Valuation Report
Price: $225.00, Subscriber Price: $157.50
Word count: 1045
Abstract: In a litigation context, the same business interest may have different values depending on the nature of the case, applicable law and other variables. This article looks at some factors to consider when determining value, such as identifying the subject ownership interest and determining the valuation standard and the premise of value. A sidebar discusses “level of value,” which refers to the level of control an owner has over the business as well as the level of marketability of the interest.
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Cash flow control – Design a CRT as a “spigot trust” to manage income stream
March / April 2008
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1045
Abstract: A charitable remainder trust (CRT) is a flexible tool that can facilitate a variety of estate and financial planning strategies. If a person doesn’t need the income from a CRT right away, he or she can design it as a “spigot” trust, which allows the assets to grow tax-deferred until he or she is ready to turn on the income flow, such as at retirement. This article explains the ins and outs of spigot trusts.