Events & Resources
Events
Webinars & Video Library
The Role of Technology in Business Valuation and Succession Planning
Stratus Business Advisors and ECI Solutions provide valuable insights into how integrated technological solutions can increase business value and ensure seamless transitions for succession or sale.
...Estate Tax Limit: How the “Death Tax Repeal Act” Impacts You
In March 2023, Senate Republicans introduced the “Death Tax Repeal Act,” which would repeal the 40% federal estate tax currently levied on estates with values above $12.92 million for individuals...
Why Should I Get a Detailed Business Valuation? – Virtual Presentation for LBM Journal
In this webinar hosted by LBM Journal, Sam Brownell covers why it’s so important for business owners to get a detailed business valuation to help prepare a business for a...
In The News
When transitioning ownership of your business, it is common to focus on a single question: What is my business worth?
Understanding all the potential tax liabilities associated with your business is crucial for planning for the future.
Being aware of the expectations before beginning the valuation engagement will provide you with a clearer understanding of the valuation process.
There are a few items that play a critical role in a well-constructed buy-sell agreement that you should pay particular attention to in order to secure your business’s future.
Learn what to do—and what not to do—to ensure a successful ownership transition for all stakeholders in a LBM company.
LBM dealers have a variety of options as they look toward transitioning their business.
If you have not considered gifting, it is worth spending time talking to a knowledgeable advisor so you can protect your business and your net worth.
Your business is likely your most valuable asset. Knowing its value is imperative because it fuels important decisions like tax planning, how to fund your post ownership goals, and determining
The first step in your estate and tax planning considerations should be to invest in an independent, reliable, unbiased business valuation.
Articles, press releases & media mentions
News, media activity, and press releases featuring Stratus Business Advisors. Read about us in popular publications and articles on topics including financial planning, investing, Succession planning, and more
Trusted Advisors: Essential for Smooth Succession Planning
As we frequently discuss in our articles and webinars for LBM Journal, succession planning is a critical process for LBM dealers as well as their families, employees, and customers.