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Do You Need a Valuation Before Your Qualified Opportunity Zone Gain Deferral Expires? 

Learn why an Opportunity Zone valuation matters before the 2026 deadline and how Opportunity Zone valuation helps investors determine taxable gains.

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How to Select the Right Business Valuation Expert

Choosing the right business valuation expert can have far-reaching implications for your company. A quality valuation affects financial reporting, tax …

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Key Factors That Impact Winery and Vineyard Valuation

Learn the key factors influencing winery valuation, including financial performance, brand strength, vineyard assets, and location to better plan growth, sale, or succession.

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What is a 409A Valuation? 

A 409A valuation determines the fair market value of private company stock, ensuring IRS compliance and protecting equity compensation plans from costly penalties.

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Valuation Methods for Early-Stage Cleantech Companies 

Early-stage cleantech companies face unique valuation challenges that several traditional valuation methods often struggle to address. 

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ASC 820 Season: Do You Know Your Fair Values? 

If you are managing a fund or holding a portfolio of investments, there’s a question you may need to know the answer to right now: Do you know what your portfolio holdings are actually worth? 

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Valuation Challenges in the Expanding Private Credit Market 

Private credit is one of the fastest-growing segments in alternative investments, with assets surpassing $1.7 trillion globally.

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Venture Growth Roundtable: Navigating uncertainty

Join us for a focused discussion on challenges and opportunities facing venture-backed Technology and Life Science companies. This roundtable will …

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How to Appeal Commercial Property Taxes When Values Decline 

Commercial property owners can reduce tax burdens when market values fall below assessments. Learn how to appeal property taxes and leverage Propositions 13 and 8.

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