M&A Advisory

Due to recent political changes at the national level, we have seen an emerging perception that federal banking regulations may be dismantled in the near future. With that in mind, analysts and investment bankers are watching closely to see if the perception will drive deal...

On August 4th of this year, the Internal Revenue Service issued proposed regulations under Internal Revenue Code Section 2704 designed to limit consideration of marketability and control factors in the valuation of family-held business interests in estate, gift and generation-skipping tax valuations. The new regulations...