Valuation

Businesses that want to grow and expand must raise capital to fund their goals. For startups, the fundraising process can be extremely challenging. Recently, the Birmingham Business Journal examined fundraising trends for startups in Birmingham and invited several investment banking experts to share their insights in...

  Our quarterly valuation review explores recent valuation trends in the public and private markets, directed to small and middle market business owners and the professionals and financial institutions that serve them. The review is designed to provide realistic guidance on the question “What’s it Worth?,”...

In late August, Porter White and Company (PWCo) published “What’s it Worth, Q1 2016,” a quarterly valuation review that explores recent valuation trends in the public and private markets. In the report, PWCo highlights the fact that U.S. private equity activity declined during the first quarter...

  Our quarterly valuation review explores recent valuation trends in the public and private markets, directed to small and middle market business owners and the professionals and financial institutions that serve them. The review is designed to provide realistic guidance on the question “What’s it Worth?,”...

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...