Part 4: Ownership Interest and Discounts
Learn how to navigate and better understand the entire valuation process to include two components that a business valuation expert will consider: ownership interest and related discounts.
Part 3: Business Valuation Methods
Learn more about three ways to approach calculating a company’s value. Within each approach, commonly accepted methods exist that can be used in determining the value of a business.
Part 2: Critical Financial Components of Your Business Valuation
Learn the four key components to better navigate and understand the business valuation process.
Prepare Your Business as the High Estate Tax Exemption Expires
If your estate could surpass the lifetime estate exemption, learn about new guidelines that might justify a lower and more favorable valuation for tax reporting purposes.
Part 1: Basics of the Business Valuation Process
The Business Valuation Team at PBMares has written a four-part series of articles to help readers navigate and better understand the valuation process. This first article explains the purpose of a business valuation (BV) and key BV concepts.
Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks
In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.
Best Practices: Internal Controls for Grants
As our government clients work to safeguard grants and comply with Office of Management and Budget (OMB) requirements, strategic planning for internal controls is critical.
Indirect Cost Allocation Best Practices: 6 Simple Questions
As our government clients strategically manage finances to meet the increasingly complex needs of the public, compliance with Office of Management and Budget (OMB) requirements is critical.
SEFA Preparation Best Practices
As our government clients strive to optimize the way they manage finances, compliance with Office of Management and Budget (OMB) requirements is critical. When it comes to the Schedule of Expenditures of Federal Awards (SEFA), it’s important to implement procedures that ensure an accurate and complete SEFA.
Grants Administration Best Practices: Maximize Benefits and Minimize Risk
Failure to comply with grants administration requirements is common but often unintentional. The source of the problem is typically a lack of communication or misunderstanding of compliance requirements. We’ve summarized the list of GFOA best practices for grants administration below.