Value Driver Series #2: Planning and Core Purpose and Values
Apr 1, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA Planning is a broad term to describe several aspects of a business. In brief, though, the planning function helps
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Business Value Driver Series #1: An Introduction
Mar 1, 2022
Dan Reiter, CFP®, CPA, CExP, CVGA There are several approaches to valuing a privately held business, but at their core, most methods to measure
How Much Do I Need to Sell My Business for?
Feb 1, 2022
Dan Reiter, CFP®, CPA, CVGA, CExP Selling your business will likely be the single largest financial event of your life. However, you can limit an
The Integrated Nature of Succession Planning and Business Continuity
Dec 15, 2021
Dan Reiter, CFP®, CPA, CExP, CVGA What Is Succession Planning, and When Should You Start? Succession planning is the act of planning for the
Is Now the Right Time to Sell Your Business to Avoid Potential Tax Increases?
Oct 1, 2021
Dan Reiter, CFP®, CPA The goal to pay less tax is a universal goal shared by all. In all the conversations I have had with clients in all the years I
3 Options for Selling a Small Business: Common Mistakes and How to Avoid Them
Sep 1, 2021
Dan Reiter, CFP®, CPA Abraham Lincoln famously once said, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe”.
Understanding Business Valuation Methods
Aug 1, 2021
Dan Reiter, CFP®, CPA Understanding business value is critical for every business owner. A fuller understanding of different methods used to value
Business Valuations: Why They Are So Important and Why You Should Get One
Jul 1, 2021
Dan Reiter, CFP®, CPA Having a clear understanding of your business’s value is a critical first step in planning for any successful outcome with your