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Resources

Compliance and Continuity During COVID Thumbnail
Webinar

Compliance and Continuity During COVID

Continuity Planning
Tax & Regulatory Issues
Member Resource
The Benefits of Proper Entity Strcuture Thumbnail
Roundtable Talk

The Benefits of Proper Entity Strcuture

Sustainability
Enterprise Growth
Member Resource
Cultural Fit and the Ownership Mentality: G2 Perspectives Thumbnail
Roundtable Talk

Cultural Fit and the Ownership Mentality: G2 Perspectives

Next-Gen
Internal Succession & Equity
Member Resource
Price, not Value, is a Product of Negotiation Thumbnail
Article

Price, not Value, is a Product of Negotiation

Acquisition
Valuation & Benchmarking
Member Resource
Valuation Methodology - Income Approach Thumbnail
Article

Valuation Methodology - Income Approach

Valuation & Benchmarking
Internal Succession & Equity
Member Resource
Valuation Methodology - Market Approach Thumbnail
Article

Valuation Methodology - Market Approach

Valuation & Benchmarking
External Sale
Member Resource
Buyers in the Marketplace Thumbnail
Article

Buyers in the Marketplace

External Sale
Deal Structure & Documentation
Member Resource
Drivers of Growth Thumbnail
Article

Drivers of Growth

Valuation & Benchmarking
Enterprise Growth
Member Resource
Valuation, Price, and Lender Approvals Thumbnail
Article

Valuation, Price, and Lender Approvals

Valuation & Benchmarking
Deal Structure & Documentation
Member Resource
Determining Value: Complexities and Purpose Thumbnail
Roundtable Talk

Determining Value: Complexities and Purpose

Valuation & Benchmarking
Deal Structure & Documentation
Member Resource
Regulatory Issues Thumbnail
Roundtable Talk

Regulatory Issues

Tax & Regulatory Issues
Continuity Planning
Member Resource
Valuation vs. Appraisal Thumbnail
Roundtable Talk

Valuation vs. Appraisal

Valuation & Benchmarking
Enterprise Growth
Member Resource
Succession Planning & The Family Business Thumbnail
One Page White Paper

Succession Planning & The Family Business

Internal Succession & Equity
Next-Gen
Member Resource
Three Steps to Successful Continuity Planning Thumbnail
One Page White Paper

Three Steps to Successful Continuity Planning

Continuity Planning
Valuation & Benchmarking
Member Resource
Solving Valuation - Book Excerpt Thumbnail
Book

Solving Valuation - Book Excerpt

Valuation & Benchmarking
Exit Planning
Member Resource
Valuation Fundamentals - Book Excerpt Thumbnail
Book

Valuation Fundamentals - Book Excerpt

Valuation & Benchmarking
Exit Planning
Member Resource
The Basics You Need to Know - Book Excerpt Thumbnail
Book

The Basics You Need to Know - Book Excerpt

Valuation & Benchmarking
Acquisition
Member Resource
10 Steps to Buying a Practice Thumbnail
Article

10 Steps to Buying a Practice

Acquisition
Deal Structure & Documentation
Member Resource

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