Information Taxes Valuation 
Nerd's Eye View
MAY 16, 2023
What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.
The Big Picture
MARCH 18, 2025
It is about the art of using imperfect information to make probabilistic assessments about an inherently unknowable future. We view valuation as a snapshot in time instead of recognizing how it evolves over a cycle, driven primarily by changes in investor psychology. Be tax-aware.
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Abnormal Returns
DECEMBER 19, 2023
on.ft.com) Corporate finance Stock-based compensation makes a big difference for company valuations. canvas.osam.com) Family firms do a better job of keeping information secret. indexologyblog.com) Inflation makes tax efficiency all the more important. tdmgrowthpartners.com) Profit margins are high, debt refinancings are coming.
Harness Wealth
MARCH 27, 2025
As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?
Harness Wealth
APRIL 16, 2025
Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
Carson Wealth
OCTOBER 7, 2024
Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.
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