Posts By: Bruce Roher

4 Estate Planning Considerations for Every Business Owner

Posted on 2018 Feb 05 by

Estate planning is an important issue for anyone with assets and heirs – regardless of age and health. However, when it comes to business owners, estate planning becomes particularly critical. Special consideration must be given to ensure the smooth transition of your business when you no longer wish to run it, or when you are…

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Business Valuation Advice: 8 Factors Quantifying Minority Discounts

Posted on 2017 Nov 27 by

If a shareholder is selling a minority share (meaning a less-than-controlling interest) in a privately-held business, a minority discount may be applied to the pro-rata share value. There are a number of factors that are considered by business valuators to determine this discount. In this post, we look at 8 factors quantifying minority discounts. But…

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Hot-Tubbing in Cross-Border Litigation

Posted on 2017 Sep 19 by

Canadian and US businesses are expanding their reach into each other’s jurisdictions, often taking on new partners. As a result, shareholder disputes can arise, which can lead to cross-border litigation. As an expert witness in the areas of business valuation, economic damages, and forensic accounting, I have found that pre-trial hot-tubbing is occurring more frequently…

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Business valuation

How Business Valuations Help You Maximize Profit When Selling Your Business

Posted on 2017 Aug 07 by

Whether you’re looking to sell your business or you’re considering an unsolicited offer, one of your first steps should be to obtain a professional business valuation. A business valuation provides a snapshot of the value of your business, which can give you a sense of the amount you can expect to receive, or help you…

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business advisor

Benefits of Succession Planning: Formalized Corporate Governance

Posted on 2017 Jul 03 by

The benefits of succession planning are most commonly associated with a transfer of leadership or ownership – i.e. finding and grooming a successor to ensure a smooth, future transition of leadership with minimal impact on the business. The benefits of succession planning can also be immediate in nature. An effective succession plan can improve the…

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business valuation

Preparing Your Business for Sale: Cash Flow Projections for Business Valuations

Posted on 2017 Mar 01 by

Preparing your business for sale involves much more than sprucing up its curb appeal and the cleanliness of the office or plant. While these factors are important in creating a positive first impression, there is a substantial amount of planning that should take place well in advance of exposing the business for sale. In addition…

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