• Ownership transition

    Business owners planning succession face the difficult decision of whether to sell, dissolve or transfer their business to family members. Learn ways valuators can help guide the succession planning process by looking at such factors as the company’s expected cash flows, perceived risk, expected growth and marketability.
  • What a difference a valuation date makes

    The valuation date can have a dramatic impact on the outcome of a valuation dispute. To illustrate this point, this article looks at the case Wisniewski v. Walsh, a shareholder oppression lawsuit that dragged on for 18 years. The article outlines the history of the case and how the valuation date, while not the only factor, became central in the appellate court ruling.
  • Baker Tilly automotive dealership benchmark survey – 1st quarter 2014

    On a quarterly basis, Baker Tilly conducts a benchmarking study of auto dealerships. Respondents to the most recent study were primarily dealerships located in the Upper Midwest. This whitepaper summarizes key data as of and for the quarter ended March 31, 2014, with comparisons to the same period in 2013 and to the four quarters ended December 31, 2013.
  • Update on Maryland taxes

    Maryland taxpayers should be aware of two tax updates: First, the US Supreme Court agreed to hear the Wynne case and, second, the governor recently signed legislation changing the state’s estate tax exemption.