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How to Prepare for a Business Valuation: Documents & Checklist

How to Prepare for a Business Valuation: Documents & Checklist

A valuation professional needs a complete picture of how a company generates revenue, manages risk, uses its assets, and is positioned for future growth. Whether you are preparing for a business sale, financing, succession planning, an ownership transfer, estate or...
Signs Your Business Has Outgrown DIY Bookkeeping

Signs Your Business Has Outgrown DIY Bookkeeping

Many small-business owners start by handling their own bookkeeping or asking a family member, office manager, or administrative employee to keep the books updated. That can work when transaction volume is low, and the business is relatively simple. As the business...
IRS Cryptocurrency Reporting: What You Need to Know

IRS Cryptocurrency Reporting: What You Need to Know

The IRS and Treasury have finalized regulations requiring many custodial crypto brokers to report digital asset transactions using Form 1099-DA. Gross proceeds reporting applies to transactions on or after January 1, 2025, with cost basis reporting being phased in....
Red Flags in Financial Due Diligence

Red Flags in Financial Due Diligence

In Mergers and Acquisitions, Financial Due Diligence (FDD) is the buyer’s most critical line of defense before committing capital. It is the process through which advisors dissect a target company’s historical financial performance, assess the quality and...
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