Why Every Family Office Needs a Valuation Before 2026
With the future of the Tax Cuts and Jobs Act (TCJA) still up in the air and several major provisions set to expire after 2025, family offices need to stay ahead of the curve. Getting valuations done before the end of 2025 can help families make smart decisions, fine-tune their tax strategies, and possibly reduce […]
Company Valuation Requirements: A Comprehensive Guide
The Ultimate Checklist for Business Valuation Preparing for a company valuation requires gathering a comprehensive set of documents that provide insight into your business’s financial health, ownership structure, and growth potential. Whether you’re seeking investment, planning an exit, or simply assessing your company’s worth, having the right information readily available can streamline the process and […]
Seven Questions to Ask Yourself Before Using Carta for a Company Valuation
Seven Questions to Ask Yourself Before Using Carta for a Company Valuation In the world of venture-backed companies, valuations are a critical piece of the puzzle—impacting fundraising, stock options, financial reporting, and long-term strategy. When it comes to valuations, many businesses turn to Carta, a well-known platform that allows companies to electronically manage equity, perform […]