The Internal Revenue Service (“IRS”) is undergoing a period of rapid and, at times, unpredictable transformation. Since January 2025, the agency has terminated thousands of employees, navigated its third commissioner…
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With estate and gift taxes being top of mind for many of our clients and partners, we wanted share some timely information about transferring business ownership to other members of…
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Check out Episode 18 at https://www.bermanhopkins.com/journeytoanesop where Will Rodriguez, CEO/President of Vision Point Capital, is interviewed a covers a variety of topics on Business Valuations, ESOPs, and the current Covid-19…
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Valuations - Art or Science? Our team has over twenty years experience in business valuations and spoken at national conferences, meetings and/or roundtables, and we have been asked many times,…
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Corona Virus – Impact on Valuations, the M&A Market, and other Insights In light of the unprecedented global impact of the Corona Virus, we have paused our series on business…
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Transition Strategy – Gifts to Family Members In our last article, we discussed the pros/cons of a sale of a business to family (mainly children). In this discussion, we will…
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