201804.25
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Spring Newsletter 2018

Middle-Market M&A Strengthens in 2018 Intangibles Make Up 75% of Purchase Price Allocations Telltale Signs of a Possible Ethics Scandal What’s the Value of Charles Manson’s Image Recap of Some of 2017’s Top Business Valuation Cases Where’s All That Tax Savings Going? Thoughts on Tax Reform’s Impact on Business Valuations Tombstones Download the Spring 2018…

201803.26
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ESOP Compliance: Coloring Inside the Lines

In the complex world of ESOP Regulation, it is crucial that the trustee follow all Department of Labor (“DOL”) guidelines. The DOL has become increasingly vigilant, and, as new process agreements have been issued, ESOP trustees must be ever more adherent to compliance protocols. This is not the place to push boundaries or express creativity….

201802.05
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Winter Newsletter 2018

The Stock Market and it’s Impact On The Value of Closely-Held Businesses SEC Settlement Over Fair Value Signals Shift of Focus Another Nonprofit Hospital Caught in Property Tax Crackdown Delaware No Longer Has Friendliest Lawsuit Climate Some Tell-Tale Signs That A Forecast is Unreliable The Effects of Corporate Scandal Handling the Causation Issue in Damage Cases…

201711.20
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Fall Newsletter 2017

Succession Planning Options for Family-Owned Businesses Many Small-Biz Owners Don’t Want to Retire Surprising Estimates of Private-Company Cost of Equity Proxy Gave ‘Fair’ Summary of Valuation Work, Chancery Says Tombstones What’s the Value of a Laugh? New Jersey Ruling Cements Use of DLOM to Sanction Oppressing Shareholder VMI Highlights Download the Fall Newsletter 2017

201709.20
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How Do You Tell Your Employees that You Are Selling the Business?

BATTER UP! Preparation is the key to making a successful announcement about selling your business. Like the leadoff hitter, who spends hours taking batting practice, studying the opposing pitcher, and perfecting his swing, the business owner must be well prepared when he steps up to the plate to deliver the news. A key component of…

201707.12
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Summer Newsletter 2017

Chancery Says Control Premiums Are Real and Legitimate Valuation Issues KO’d a Third of M&A Deals in 2016 Global Brand Acquisition Values Up Most Family Firms Need a Good Succession Plan Coffee: It’s All About the Brand Rogue One Film Points Up Celeb Estate Valuation Issue Busy Time for Law Firm M&A Healthcare Multiples Chancery…

201704.25
0

Spring Newsletter 2017

Introducing a New Look for Value Management Inc. Identifiable Intangibles Garner Bigger Share of Purchase Price Allocations Marijuana Legalized in Eight New States Trump’s Woes Highlight Human Risk to Brand Values Tombstones A Man With a Plan Can Tax Court Corrects Prior Valuation of LP Interest to Startling Result Download the Spring Newsletter 2017

201703.15
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Internal vs External Trustees: The Good, The Bad, and The Ugly

The world of ESOPs is hardly a gun-slinging Clint Eastwood movie but the complexity of the plans, ERISA’s guidelines, and the compliance requirements, can occasionally make it feel like the Wild West.  In some cases, the selection of an appropriate trustee can evoke the Good, the Bad, and the Ugly.  VMI offers the following guidelines…