Blog Articles

When it comes to funding a startup, there are four common stages that investors should be aware of: seed stage, early stage, growth stage, and late stage. Each stage has its own unique characteristics and investment types. Understanding the stages and investment types can help investors make informed decisions and mitigate risk. Seed Stage The […]

Credentials are important in every profession, especially in the field of accounting, finance, and business valuation. These credentials demonstrate one’s knowledge, skills, and expertise in a particular area. In this blog post, I will describe the credentials of CPA, ABV, CVA, CM&AA, CEPA, and PFP which I have earned. CPA (Certified Public Accountant) by AICPA […]

Consistency is one of the most important factors in achieving success in any aspect of life. Whether it’s personal or professional, consistency is the key to unlocking your potential and achieving your goals. As someone with years of experience in various fields, I can attest to the power of consistency and its ability to help […]

When it comes to business structures, C-corporations, S-corporations, and LLCs are all popular choices for entrepreneurs. Each structure has its own unique tax benefits and drawbacks, and understanding how to optimize these benefits is key to running a successful business. One tax strategy that can benefit all three types of businesses is mark-to-market distribution of […]

Personal goodwill is a term used to describe the intangible assets of a business that are attributable to the owner’s reputation, relationships, and personal skills. It is the value that a business owner brings to the table through their reputation and relationships that are not easily transferable to another owner. It is a crucial component […]

Section 338(h)(10) and Section 336(e) are two tax code provisions that are often used in the context of corporate mergers and acquisitions. While they share some similarities, they have distinct differences that can have a significant impact on the tax consequences of a transaction. In this blog post, we will explore these two provisions and […]

If you are a business owner, you may be considering selling your LLC or its stock. However, there are many factors to consider when it comes to LLC stock sales and taxes. One of the most important considerations is the Section 754 election. What is the Section 754 election? The Section 754 election is a […]

When it comes to buying and selling businesses, there are two primary methods: stock purchase and asset purchase. While they may seem similar, they have some significant differences that can impact the transaction’s outcome. Therefore, it’s essential to understand the pros and cons of each approach before making any decisions. Stock Purchase In a stock […]

As a business owner, you have dedicated your time, money, and effort into building a successful venture. However, have you considered what will happen to your business when you decide to retire or move on to other ventures? This is where exit planning comes in. Exit planning is a strategic process that involves designing a […]