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Analysis and Perspectives on Valuation, Transaction Advisory, and Financial Topics
- Articles, News, Valuation
The Growing Importance of Equity Compensation Discipline For many private companies, 409A valuations are treated as a compliance requirement, completed to support option grants and
- 101 Guides, Articles, News, Valuation
The Growing Importance of Fair Value in Private Markets For many fund managers, valuation becomes a focal point when it breaks down under scrutiny. Auditor
- 101 Guides, Articles, News, Valuation
Few assets present as many valuation challenges in the context of estate and gift planning as carried interest. The value of carried interest is contingent
- Articles, Valuation, Valuation News
- Articles, Valuation, Valuation News
Investment management firms present a distinctive set of valuation challenges in the context of estate and gift planning. The same characteristics that make these businesses
- Articles, Valuation
Key Takeaways for Fund Managers and Boards On March 4, 2026, the Securities and Exchange Commission hosted a roundtable examining the growing intersection between private
- Articles, Fairness Opinions, Financial Advisory
Three weeks before a board vote on a management-led buyout. The terms are reasonable. Management has been transparent. Then board counsel asks the question that
- Articles, Valuation
Recent legislative changes have significantly expanded the economic impact of Qualified Small Business Stock (QSBS) for stock issued on or after July 4, 2025. While
- Articles, Financial Advisory, Valuation
Authored by Monica Blocker, Director, Houlihan Capital & Herbert M. Chain, CPA, Director, CBIZ Advisors As the year-end audit season approaches, proactive planning for the
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