The income approach to valuing closely-held business interests is primarily based on an estimation of future earnings capacity. The first step in the process of calculating future earnings is to ...

You finally closed your first round, or you’re about to issue equity to an early hire who took a below-market salary to bet on you. Someone asks, “Do we have a 409A?” You nod, then panic-Google it ...

There are several ways healthcare assets can be assessed for mergers and acquisitions, and for other situations and events where a valuation is needed. Assessing the value of these assets using fair ...

Finding small-cap companies that tick the boxes of being both comparatively undervalued to their peers and may unlock current income opportunities is a persistent challenge. SCAP uses an actively ...

Multi-tiered entities (MTEs) offer businesses a sophisticated organizational structure with multiple layers of ownership and control. But the complex ownership structures and intercompany ...

This article addresses whether you should invest for growth or income.

Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio ...

If you are wondering whether Realty Income is priced fairly or offering a margin of safety right now, you are not alone, especially given its reputation as a widely followed income stock. The share ...