When you’re buying a business or considering your exit options, understanding the entity’s true market value is essential and a business valuation is a key part of that understanding. A business’s value is based on several variables, including business size, market volatility, macroeconomic trends, and industry growth forecasts. In this
What’s a business worth? In the eyes of its founder, a business may be priceless. But there are times that call for a more accurate number from an objective point of view. Not just when you’re buying or selling, but also when you’re setting shareholder value, gifting shares to family
The National Association of Certified Valuation Analysts (NACVA) announced its list of Top 30 Under 30 Business Valuation Analysts for 2025, and we’re delighted that Barnes Dennig Business Valuation Analyst and Senior Manager Dan Schlachter is one of the honorees! This annual awards program shines a spotlight on the profession’s
Can’t watch the video? Get the transcript. In this video, Harold Kremer and Dan Schlachter discuss the fundamentals of business valuations and their critical role in planning, transactions, and long-term business strategy. A business valuation answers a deceptively simple question (What is the business worth?), but the process is nuanced,
Barnes Dennig Director and Business Valuation Practice Leader Harold Kremer is one of the Top 100 CPAs for Valuations, according to a new list published by Forbes. Chosen from among thousands of nominees, the CPAs selected for the honor come “from a variety of backgrounds, specializations, and geographic regions, from
What’s a business worth? In the eyes of its founder, a business may be priceless. But there are times that call for a more accurate number from an objective point of view. Not just when you’re buying or selling a business in Dayton and Ohio, but also when you’re setting
What’s a gift tax return? A gift tax return, also known as IRS Form 709, is used to report gifts that exceed the annual exclusion limit, which is $18,000 in 2024 and $36,000 for couples married filing jointly. This form is typically due on April 15th of the year following
Harold has well over three decades of experience performing audit and accounting services, including 14 years with a large international CPA firm. As a Barnes Dennig Director, Harold specializes in the valuation of corporations and partnerships for a variety of tax, assurance, and financing needs. He also provides value-added audit,
Dan specializes in pass-through entity and individual taxation, primarily serving clients in the construction and manufacturing industries. A dual CPA licensed in Ohio and Kentucky, Dan brings deep expertise in federal, state, and local taxation, as well as trust and estate tax matters. A key member of Barnes Dennig’s Valuation
https://www.youtube.com/watch?v=c8Kk0hyrR4s Can’t watch the video? Download the transcript. In the fourth session of this engaging and informative series, mergers and acquisitions professional Dino Lucarelli, CPA, covers business valuation – the techniques, formulas, and where many valuations go astray.
https://www.youtube.com/watch?v=0RgqoJidGSM Can’t watch the video? Get the transcript. When you own and actively run a business, life can often feel like you’re standing on a wobbly three-legged stool where the legs represent your business, your personal life, and your financial situation. If any one of those legs is out of
Business owners get pulled in a lot of different directions, and the demands of the day-to-day sometimes make it challenging to focus on the big picture. But one of the biggest and most important things you can do to ensure your company continues is to start planning your exit well