Tag: Wealth Management

Financial Intelligence This Holiday Season

Holiday spending, and overspending, is something that everyone can relate to in one way or another. In the era of e-commerce, the foundation for record-breaking expenditures has been paved with the click of a button. This holiday season, Deloitte predicts holiday sales to exceed $1 trillion from November through January…..

Valuing Personal Goodwill in the State of Florida: Alternatives to Tangible Net Book Value

Introduction The question of how to objectively value personal goodwill in a marital dissolution proceeding is one frequently encountered by business appraisers and attorneys in the State of Florida. Personal goodwill is defined as the portion of a business’ value in excess of tangible net book value that depends upon….

Factors in Choosing an Accounting Firm for Your Business

Choosing the right accounting firm can make or break an organization. For small businesses, using accounting software like QuickBooks or Quicken may seem like the logical solution. However, as public and private companies expand, the need for the right accountant or accounting firm becomes indispensable. While every company’s needs are….

The Value of Advisory Services for Business Growth

Any business owner understands the daily challenges of operating and growing a business. Expertise in business plan development and management can be found in a variety of ways, however, ascertaining the most effective advisory services for your business can be difficult. From trend analyzation to financial forecasting and from cash….