Valuation Basics: Earnings, Growth, Risk

Understanding the value of your business is critical especially when you’re planning for the next phase — be it to merge, sell, raise capital, or even simply to convert the organization from C-Corp status to S-Corp status for tax purposes. Naturally, we pay most attention to the first two.

Case Study: The Unsolicited Offer

Paul had recently received a call from a long time friendly competitor inquiring about buying his company.  The two had occasionally had such conversations over the years, most of which Paul dismissed out of hand.