Optimizing Capital Structure and the Level of Debt Assumption
In many valuations, particularly those involving the valuation of a controlling interest, the appraiser will, in many cases, need to adjust to a hypothetical capital structure that is in line with what a hypothetical control-level buyer would expect to employ.
The most conventional method for estimating this hypothetical capital structure is...
15 year-end tax planning tips to help you close out 2018
By Suzanne Tudor, CFP®, J.D. , Director of Financial Planning, HKFS
Before year-end, there are a few key things to consider for your individual tax plan.
Double check projected income and taxes paid year-to-date:With the elimination of many itemized deductions, some people could owe more, not...
The state of Wisconsin owner readiness is…mixed
By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA
Partner, Succession Planning Practice Leader
Martha leads HK’s succession and exit planning services division and is a regular contributor to Wisconsin’s InBusiness digital magazine.
In November, the Wisconsin Chapter of the Exit Planning Institute released its findings from the 2018 Wisconsin State of Owner Readiness Survey....