Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

April 19, 2018

Tax Reform and Valuation Impacts to Consider

Federal tax reform is here and there are several elements of business and asset valuation that are impacted by the recent change in legislation. The Tax Cuts and Jobs Act of 2017 (tax reform) was signed into law on December 22, 2017, and impacts all private company business valuations performed after this date in several …

March 24, 2017

409A Valuations & Equity Management: The Need for Forward Thinking

The process of developing a business to ultimate enterprise success includes anticipating and avoiding potential future road blocks through the development of high quality, supportable and defensible procedures as early in the business life cycle as possible. One critical factor in developing such a process for ultimate business success―whether defined by efficient audits, or, even better, …

September 13, 2016

Not Family Attribution Again! Family Businesses, Prepare for Year-End

In 1981, in Revenue Ruling 81-253, the IRS established that if stock owned by the family unit constituted a controlling interest on a combined basis, no minority discount would generally be available for intra-familial transfers of blocks constituting less than a controlling interest. This attempt was officially unsuccessful with the issuance of Revenue Ruling 93-12, …

May 17, 2016

Importance of a 409A Valuation for Any Stage Business

Ever since 409A valuations became a topic a decade ago, the IRS seems to have often be top of mind for law firms and their clients. We routinely have new clients referred to Armanino by their lawyers and they know they’re supposed to have a 409A valuation completed, but they’re often not particularly clear on …

May 20, 2015

Valuing Start-Up Companies

Armanino’s Valuation and Forensic Services practice leaders are preparing for an upcoming webinar with AICPA. Jeff Stegner, Partner, and Dirk Van Dyke, Managing Partner, for the Valuation and Forensic Services team are excited to discuss valuing start-up companies from a Silicon Valley perspective. The presentation will review the importance of a start-up company valuation, examine the …