Category: Business Broker

  • Financial Planning
  • Business Valuation & Consulting
  • Financial Management

Tax Exempt Income vs. Tax Deferred Income

It’s tax time and everyone wants to know how to reduce their income tax liability. While it may be too late to make changes that impact 2014, you’ve got plenty of time to make changes for 2015. As you do so, keep in mind the...

FAQ: What is the standard of value? Part 2 of 2

In our last post, we started a discussion of standard of value, giving a brief overview and explaining Fair Market Value. In this post, we’ll cover book value, intrinsic value and investment value. The following is an excerpt...

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  • Investment Management
  • Exit Planning
  • Tax Planning

It’s time for a third quarter check-up!

September 30 marks the end of the third quarter of 2014. Do you know how your investments are doing? You should receive statements (electronic or hard copies) from your advisors, asset holders or third-party administrators...

Tax Exempt Income vs. Tax Deferred Income

It’s tax time and everyone wants to know how to reduce their income tax liability. While it may be too late to make changes that impact 2014, you’ve got plenty of time to make changes for 2015. As you do so, keep in mind the...

Tax Exempt Income vs. Tax Deferred Income

It’s tax time and everyone wants to know how to reduce their income tax liability. While it may be too late to make changes that impact 2014, you’ve got plenty of time to make changes for 2015. As you do so, keep in mind the...

Mergers & Acquisitions

What’s your exit strategy? Part 2

(continued from our last blog post) Good choices A good option for many entrepreneurs includes exiting by being acquired, while continuing to offer help via a consulting contract. This choice may put an investor’s mind at ease,...

Selling Your Business

It’s time for a third quarter check-up!

September 30 marks the end of the third quarter of 2014. Do you know how your investments are doing? You should receive statements (electronic or hard copies) from your advisors, asset holders or third-party administrators...

  • Business Consultation
  • Taxation
  • Business Owner

FAQ: What is the standard of value? Part 2 of 2

In our last post, we started a discussion of standard of value, giving a brief overview and explaining Fair Market Value. In this post, we’ll cover book value, intrinsic value and investment value. The following is an excerpt...

Tax Exempt Income vs. Tax Deferred Income

It’s tax time and everyone wants to know how to reduce their income tax liability. While it may be too late to make changes that impact 2014, you’ve got plenty of time to make changes for 2015. As you do so, keep in mind the...

FAQ: What are some of the different types of trusts?

In our most recent post, we gave a brief overview of trusts and why a business owner might need one as part of an estate planning package. In this post, we’ll explain a few other types of trusts, although our list is not...

Insurance

The Purpose of Risk Management

There is a great variety of risk in our lives, and mitigating these risks is an intelligent response to achieve financial self-preservation. Personal risk When considering insurance as a means for financial protection, two main...

Your Business

FAQ: What are some of the different types of trusts?

In our most recent post, we gave a brief overview of trusts and why a business owner might need one as part of an estate planning package. In this post, we’ll explain a few other types of trusts, although our list is not...

FAQ: What is the standard of value? Part 2 of 2

In our last post, we started a discussion of standard of value, giving a brief overview and explaining Fair Market Value. In this post, we’ll cover book value, intrinsic value and investment value. The following is an excerpt...

FAQ: What is the standard of value? Part 1 of 2

One of Synergetic Finance’s services is to provide company valuations to business owners. Because performing a business valuation can be complex, Synergetic Finance founder and author Joseph M. Maas explains how it works and...

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