Building Value Success through Collaboration, a business valuation newsletter for business owners and the professionals who advise them

Volume 4 Issue 3 - pdf format 100 kb
Plan Now If You Intend To Sell Later, An IRS Audit And A Subsequent Event

Volume 4 Issue 1 - pdf format 120 kb
Key Financial Metrics For Software Companies, Tips For Attorneys Working With A Business Appraiser In Estate And Gift Settings

Volume 3 Issue 3 - pdf format 96 kb
Collaborative Law And The Business Appraiser:  A Common Sense Approach, Exit Strategies For The Business Owner:  Don't Let The Door Hit You On The Way Out, Case Summary--Peracchio V. Commissioner

Volume 3 Issue 2 - pdf format 728 kb
Four Ways To Falter In Being An "Expert" Expert, The Family Limited Partnership--Still A Viable Financial Planning Tool, Case Summary--Estate Of Helen A. Deputy

Volume 2 Issue 2 - pdf format 86 kb
Basics And Benefits Of An Employee Stock Ownership Plan, Tips On Drafting LLC/FLP Agreements, Fifth Circuit Reverses Tax Court Decision On Partnerships  

Volume 2 Issue 1 - pdf format 591 kb
Business Value:  Who, Why, And What World?  Role Of Mergers And Acquisitions Advisor, Gifts In A Family Partnership 

Volume 2 Issue 1 Supplemental - pdf format 656 kb
Valuation For Financial Reporting

The newsletters are published in Adobe Acrobat pdf format.