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M&A and Valuations article library

M&A and Valuations article library

Personal Goodwill Offers Opportunities for M&A planning

If your closely-held corporation is contemplating a sale,it’s worth investigating whether a portion of the purchase price can be allocated to the shareholders’ personal goodwill. If significant personal goodwill exists, and you can value and document it, you may enjoy...

OCBJ article: “Transferring Ownership to the Next Generation?”

Jeff Hipshman, Partner,  recently published an article in the Orange County Business Journal special issue for the “13th Annual Family-Owned Business Awards”.  The article, "Transferring Ownership to the Next Generation? Now May Be the Best Time, Tax-Wise!", discusses...

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