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Closely Held Company, Dissent Remedy, Equalization Payment, RSS – hover over today’s Glossary terms to learn their meaning. Latest Posts: Family Business: Matrimonial Disputes Can Be Disruptive, Business Value Differences That Can Lead to Shareholder Disputes, Share Valuation Clauses in Shareholder Agreements, Location and Logistics: Risky Business?. For curated news relevant to business transition & valuation register to receive our free bi-weekly Business Transition & Valuation Review newsletter.

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We offer business owners and advisors overview (1) strategic family business transition planning advice, and (2) business valuation advice with respect to value, strategy and likely dispute outcomes. Visit Counseling.


We offer family business transition planning seminars to business family members and their advisors where we review and discuss the 50 Hurdles to successful transition and how they can be overcome. Visit Speaking.