Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

Like most businesses, yours probably has a variety of physical assets, such as production equipment, office furnishings and a plethora of technological devices. But the largest physical asset in your portfolio may be your real estate holdings — that is, the building and the land it sits on. Under such circumstances, many business owners choose to separate ownership of the real estate from the...
The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs from other valuation standards that may apply when valuing a security or business interest in a litigation or mergers and acquisitions (M&A) setting. FASB guidance The Financial Accounting Standards Board (FASB) issued Accounting Standards...
A Charitable Lead Trust (CLT) is a great option for affluent families who wish to give to charity while minimizing gift and estate taxes. These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of a CLT currently are favorable. Although interest rates have crept up a bit in recent years, they remain quite low. Mind your CLATs and CLUTs A CLT provides...
You may be spending considerable time and resources training and upskilling sales staff on cross-selling and expanding existing customer relationships. And this is, no doubt, a critical task. But don’t overlook the vast pool of prospects that want to buy from you but just don’t know it yet. Identifying and winning over a steady flow of new buyers can safeguard your business against sudden sales...

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