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…
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…
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,…
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…
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…