Personal Goodwill: Hunting & bagging an elusive, tax-advantaged prey

Allocating a portion of proceeds from the sale of assets of a private company to the personal goodwill of a major shareholder can result in significant tax benefits to buyer and seller.

Mellen Featured in Chartered Accountants, Australia-New Zealand News

A robust economic environment creates optimum valuation opportunities, but even a downturn creates demand for business valuers.

Mellen to Present at Valuation, Forensic Accounting Conference in Sydney

The workshop will explore private company valuation issues such as strategic value, purchase price allocations and more.

Trusts & Estates Features Chris Mellen

Mellen notes, “Considering the current level of M&A activity, I’ve seen a marked increase in demand for valuations of shares of privately held companies…”

Charitable Gift Valuations Before Business Sale

During robust M&A cycles, donor-advised funds tend to become popular philanthropic vehicles.

River Paison

Mr. Paison specializes in valuations for business combinations (ASC 805), impairment testing (ASC 350), employee equity compensation (ASC 718 / ยง409A), gift and estate tax…

The Impact of the 2017 Tax Act on Business Valuation

Q&A: How is the Tax Cuts and Jobs Act impacting company value and valuation approaches?

Valuation Q&A: Trusts and Estates

What did the 2017 Tax Act change that would impact estate planning?

INSIGHT Magazine Features Jason Storbeck: What’s Your Business Really Worth

Business owners looking to sell must be mindful of these business valuation factors.

Browning, Mellen Published in On Balance Magazine

Monitoring value should be done in any economic environment, but the urgency to do so is greater when an economic upswing is several years old.