Firm Management

In the world of business valuation, most firms position themselves as generalists, ready to value any company in any industry for any purpose. But is this the best approach in today’s competitive landscape? Increasingly, industry trends suggest that specialization could be the key to standing out, commanding higher fees, and delivering greater value to clients. […]

As we step into 2025, the business valuation landscape is poised for significant change. For valuation practitioners, staying ahead of the curve means understanding the market dynamics and regulatory shifts that will shape the industry this year. Two critical developments are likely to have a substantial impact: Let’s explore how these trends might unfold and

Seattle-based M&A advisory firm Exit Equity is expanding into Texas, responding to the region’s growing demand for business valuation and exit planning services. Exit Equity, a leading mergers and acquisitions (M&A) advisory firm, has announced the opening of a new office in Houston, Texas, marking a significant expansion beyond its established presence in the Pacific

The integration of artificial intelligence (AI) and machine learning (ML) in business valuation and forensic practices is rapidly advancing. On October 29, 2024, the National Association of Certified Valuators and Analysts (NACVA) issued its first Advisory Brief on “The Use of Artificial Intelligence and Machine Learning”, marking a significant milestone for the valuation profession. This

In today’s rapidly evolving business landscape, data is more than just information—it’s the foundation for innovation, decision-making, and growth. For business valuation firms, where precision and accuracy are paramount, having a robust data strategy isn’t just an IT concern; it’s a core business initiative. As AI and automation continue to reshape the professional services industry,

As the valuation industry continues to grow, the demand for skilled interns in business valuation is on the rise. This blog explores the current market salaries for business valuation interns, as well as effective strategies that valuation firms can employ to attract and recruit these candidates. Market Salaries for Business Valuation Interns The compensation for

As valuation practice leaders, maintaining profitability in the face of rising costs is a critical challenge. A recent report by Ignition offers a compelling reminder: fee increases aren’t just necessary for covering operational expenses—they’re a strategic tool for growth. If your firm hasn’t considered revisiting its pricing strategy, 2025 may be the year to act.

Artificial Intelligence (AI) has been a transformative force across industries, including business valuation. From automating data analysis to enhancing valuation models, AI has introduced efficiency and precision into workflows. However, recent developments suggest that AI technology, while groundbreaking, may already be hitting a plateau. For valuation professionals, this raises questions about how AI will evolve

Private equity (PE) is no longer just for the giants of the financial world – it’s reshaping the professional services landscape, including valuation firms. Attending the Accounting Today Private Equity Summit offered a unique perspective on how PE is revolutionizing the accounting and valuation industries. For valuation firm owners, this event was a window into

Burnout is a growing challenge in professional services, and valuation firm owners are no exception. The intense demands of managing client relationships, tackling complex financial analyses, and running boutique operations can take a toll. However, with the right strategies, you can prevent burnout and build a thriving valuation practice while maintaining your quality of life.