Acuity Advisors
Many Possible Outcomes, One Right Result.
In this section you'll find insights and understanding into valuations and getting to the one right result.
When a business owner is considering whether to sell to an Employee Stock Ownership Plan (ESOP), thorough planning should be undertaken to understand the likely outcomes to the selling shareholder (s), the Company, and the soon to be ESOP participants. One of the key steps in the early stages …
Learn more about Structuring an ESOP: The Importance of Feasibility Studies in ESOP Planning
What is "personal" or "professional" goodwill, and how is it distinguished from the asset known as "corporate" or "enterprise" goodwill? And why should you care? In the context of a transaction, business enterprise goodwill refers to the price paid for a business above tangible assets and what …
Learn more about Personal Goodwill: What It Means in the Sale of a Business and Why You Should Care
The SEC has announced that several Special Purpose Acquisition Companies (SPACs) have misclassified warrants issued in IPOs as equity rather than a liability. SPACs that have incorrectly classified the warrants as equity may be required to restate their financial statements if the impact is deemed …
Learn more about Valuation Services for SPACs at Acuity Advisors
On March 25, 2021, Senators Bernie Sanders and Sheldon Whitehouse formally proposed a bill, known as the 99.5% Act. The proposed bill rolls back many of the cuts included in the 2017 Tax Cuts and Jobs Act. Some of the more impactful changes for many families include: A reduction of the gift tax …
Learn more about Gift & Estate Tax Planning: Decisive Action Required
