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Business Valuation: What Is My Business Worth

Carson Wealth

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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Weekend Reading For Financial Planners (Dec 24-25)

Nerd's Eye View

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. How the holiday season presents an opportunity to have important money-related conversations with family members. How ‘regifting’ can help save money and reduce waste.

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This Present is Accounted For: An Overview of Low-Basis Gifting Strategies

Brown Advisory

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. There are other ways to generate valuation discounts through indirect gifting strategies.

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Weekend Reading For Financial Planners (Oct 29-30)

Nerd's Eye View

Also in industry news this week: A proposed Department of Labor rule would limit the type of workers who could be considered independent contractors, which could present a challenge for the independent broker-dealer model. Fidelity has introduced a direct indexing platform for advisors, joining an increasingly competitive space.

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10 Friday AM Reads

The Big Picture

Past experience, to the extent that it is part of memory at all, is dismissed as the primitive refuge of those who do not have the insight to appreciate the incredible wonders of the present. ( Finally, it would be dangerous to extrapolate the post-1990 outperformance of US equities, as it mainly reflects rising relative valuations.

Startup 359
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Small Cap Value: Waiting for the Jumpstart

Validea

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

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Why does Corporate Governance matter in investments?

Truemind Capital

The numbers look fantastic from all angles. Would you consider it a buying opportunity, given the fact that the stock is now available at much lower valuation multiples (PE/PB, etc) compared to a few weeks ago? It could all just be fiction, engineered to present a rosy picture. You may be tempted to.