Sam Brownell
Latest Articles
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Asset Appraisal and Business Valuation: Understanding The Difference
Understanding the differences between an asset appraisal and a business valuation helps you make strategic decisions about succession planning.
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Ensuring a Smooth Transition: Key Non-Financial Strategies for Maximizing Business Value
When transitioning ownership of your business, it is common to focus on a single question: What is my business worth?
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Long-Term Tax Planning
Understanding all the potential tax liabilities associated with your business is crucial for planning for the future.
Commentary
Trusted Advisors: Essential for Smooth Succession Planning
As we frequently discuss in our articles and webinars for Âé¶¹´«Ã½, succession planning is a critical process for Âé¶¹´«Ã½ dealers as well as their families, employees, and customers.
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Valuation: What Âé¶¹´«Ã½ dealers should expect
Being aware of the expectations before beginning the valuation engagement will provide you with a clearer understanding of the valuation process.
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Strengthening your buy-sell agreement
There are a few items that play a critical role in a well-constructed buy-sell agreement that you should pay particular attention to in order to secure your business’s future.
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Leadership
Five mistakes to avoid when succession planning
Learn what to do—and what not to do—to ensure a successful ownership transition for all stakeholders in a Âé¶¹´«Ã½ company.
Commentary
What are my ownership transition options?
Âé¶¹´«Ã½ dealers have a variety of options as they look toward transitioning their business.
Commentary
Understanding the three-year window for gifting
If you have not considered gifting, it is worth spending time talking to a knowledgeable advisor so you can protect your business and your net worth.
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The importance of understanding valuation
Your business is likely your most valuable asset. Knowing its value is imperative because it fuels important decisions like tax planning, how to fund your post ownership goals, and determining and negotiating a sale price.
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