News

November 2016
A basic business valuation requires a proper assessment of the relationship between the future returns generated on an investment and the risk of attaining those returns. A good business valuation considers the story behind the numbers of a business. Matt Schubring was interviewed by Darren Dahl at Forbes, discussing the intricacies of valuing businesses. This article was originally published on forbes.com.
October 2016
In the Missouri legislature’s annual veto session, lawmakers voted overwhelmingly to override Governor Jay Nixon’s veto of a bill intended to encourage state business owners to form Employee Stock Ownership Plans (ESOPs), passing the widely-supported legislation into law.
October 2016
Since the Statement on Valuation Standards was issued by the AICPA in 2007, there have been many questions about when a valuation engagement or a calculation engagement should be used. Download this practice aid, produced in collaboration between Chartwell's Rachel Flaskey and Sageworks, to learn how to handle this question at your firm.
September 2016
We are pleased to announce that our Chicago office has moved to a new location. Please update your records by downloading the vCards of our Chicago staff.
September 2016
In early August, the Department of the Treasury and the Internal Revenue Service released proposed changes to Internal Revenue Code Section 2704. These are the regulations that pertain to the use of discounts in the valuation of transferred fractional ownership interests for gift and estate tax purposes. If adopted as proposed, the regulations will make it costlier to accomplish intra-family transfers of fractional ownership interests of a family-controlled business.

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