Business Valuation... Real Talk

The Ultimate Chess Board of Tariffs

Recent updates to US tariffs on imports from China and our North American trading partners (Mexico and Canada), as well as reciprocal global tariffs on other countries, along with retaliatory tariffs, may cause uncertainty in the markets and supply chain disruptions that can significantly affect US businesses and your valuations.

Is there a need to have business valuation now?

We are amid the greatest tailwind since 2019, yet it seems different this time around. The stock market is at an all time high. Interest rates went through three rate cuts leading into 2026 and AI has been the forefront of growth for middle market companies. Yet, having a business valuation is more important today than it has been in years past.

Valuations – The Gift That Keeps Giving

What a valuation provides is a roadmap for future success, The future of securing funding, the future of having fair partner agreements, and a future for ensuring business longevity beyond the owner's tenure. A valuation is proactive tool, not just for a business transaction, it provides an objective benchmark for performance and value creation over time. 

Why Not Now?

Having an accurate valuation for your company, your estate or your exit strategy is critical. If not done correctly it could cost, you or your family in the end, thousands if not millions of dollars. This month, we will discuss the importance of having a valuation for either Gift & Estate planning, exit strategy platform ESOP or for an M&A transaction.

Tick Tock Valuations, Something Has to Give!!

The clock is ticking! We are in the final stretch of 2025 and valuations still have the same challenges as it was at the beginning of the year: market volatility – interest rates – inflation – and those three themes have one thing in common for valuations in these areas of M&A, ESOPs and Gift & Estate – Uncertainty!!