Strategy Articles
Using a valuation as a strategic tool — buy-sell agreements, succession, negotiations, and tracking value over time.
Buy-Sell Agreements: Structuring Valuation Clauses Before Shareholder Disputes Arise
Learn how to draft buy-sell agreement valuation clauses before disputes arise, including valuation methods, EBITDA formulas, appraisal processes, tax issues, and practical checklists.
Forensic Accounting vs. Business Valuation: Which Expert Do You Actually Need?
Learn when to hire a forensic accountant, a business valuation expert, or both for divorce, disputes, hidden income concerns, EBITDA normalization, transactions, and business appraisal needs.
How Is a Self-Employed Spouse's Business Valued in a Divorce Settlement?
Learn how a self-employed spouse's business may be valued in divorce, including records, normalized earnings, goodwill, DCF, EBITDA, market approach, asset approach, and double-counting risks.
How to Handle Personal Goodwill in Professional Practice Valuations During Divorce
Learn how personal goodwill affects professional practice valuation in divorce, with enterprise goodwill, EBITDA, DCF, evidence, and double-counting risks.
Quality of Earnings vs. Business Valuation: What Is the Difference?
Compare quality of earnings and business valuation, including EBITDA, discounted cash flow, market approach, asset approach, and when each report is needed.
Reducing Owner Dependency to Maximize Trade Business Valuations
Learn how reducing owner dependency can improve trade business valuations by strengthening transferable EBITDA, discounted cash flow forecasts, market approach comparability, management depth, customer transferability, and business appraisal support.
The Complete Business Valuation Divorce Checklist for 2026
Use this 2026 divorce business valuation checklist to organize documents, EBITDA adjustments, valuation methods, goodwill issues, expert reports, tax questions, and settlement planning.
The Owner’s Trap: Why Your Business May Be Worth Less if You Can’t Take a Vacation
Learn why a profitable business may be worth less if it cannot run without the owner, and how business valuation methods test transferable EBITDA, cash flow, risk, market evidence, and goodwill.
The Shotgun Clause in Shareholder Agreements: How Valuation Prevents Unfair Buyouts
Learn how business valuation methods, discounted cash flow, EBITDA, market approach, and asset approach analysis can prevent unfair shotgun clause buyouts.
Business Valuation for Partner Buyouts: Methods, Discounts, and Common Disputes
Learn how partner buyout valuations work, including valuation methods, EBITDA normalization, discounts, fair value vs fair market value, disputes, and practical steps.
Business Valuation for Shareholder Disputes and Oppression Claims
** Learn how business valuation works in shareholder disputes and oppression claims, including fair value, fair market value, EBITDA, DCF, discounts, documents, and settlement strategy.
Double Dipping in Divorce: Business Valuation, Income, and Alimony
Learn how double dipping can arise when a business is valued in divorce and the same income stream is also used for alimony, with valuation methods, goodwill, EBITDA, DCF, examples, and practical checklists.
The Active vs. Passive Appreciation Debate in Marital Business Valuations
Learn how active and passive appreciation affect marital business valuations, including valuation methods, discounted cash flow, EBITDA, market approach, asset approach, business appraisal evidence, and state-law cautions.
Why You Need a Professional Business Valuation for a Buy-Sell Agreement
Learn why a professional business valuation is essential for buy-sell agreements, including valuation methods, EBITDA normalization, tax risks, funding, discounts, and appraisal process design.
The Role of Business Valuation in Funding Buy-Sell Agreements
How business valuation drives buy-sell agreement funding - life insurance, disability buyouts, DCF, market comps, Connelly, tax rules, sample clauses, and worked examples.
What Is a Fairness Opinion and When Does Your Board Need One?
Learn what a fairness opinion is, when boards and private-company owners should consider one, how it differs from a business valuation, and what valuation methods, conflicts, and process steps matter.
The Role of Business Valuation in Divorce Settlements
Learn how business valuation affects divorce settlements, from EBITDA normalization and discounted cash flow to goodwill, discounts, taxes, expert reports, and buyout structures.
What Happens If Business Value Changes After Valuation?
Understanding the fluidity of Business Valuation is critical for CPAs and business owners. As we know well, a company's financial value can shift and...
Common Mistakes to Avoid When Valuing a Business
Avoid common business valuation mistakes, including unsupported methods, unnormalized financials, risky projections, missing liabilities, and misunderstood tax or legal scope.
How Can a Business Valuation Help in Negotiations?
Negotiating a business deal can be one of the most challenging endeavors for both entrepreneurs and financial professionals. Whether you’re a small...
How Can I Prepare My Business for a Valuation?
Business Valuation is a critical step for any business owner – it’s not just about attaching a price tag, but understanding the true worth of your company...
Key Points for Preparing Your Business for Valuation
Preparing your business for valuation ensures accuracy and maximizes value, whether you're selling, seeking financing, or planning succession. It builds...
What Factors Can Increase or Decrease a Business Valuation?
*By SimplyBusinessValuation.com – Your Trusted Partner in Valuing Businesses*