Business Valuation Consulting Financial Advisory Services

  1. Newsletter: Summer 2014, Business Valuation Trends

    Valuation Approaches and Credentials Accepted in Family Real Estate Trust Case: Plaintiff beneficiaries alleged that defendant trustees “improperly deprived them of millions of dollars” by allowing the family’s investment company to acquire and subsequently redeem their real estate trust assets for inadequate consideration.

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    2014 Summer Newsletter

  2. Newsletter: Summer 2013, Deal Trending Comparison 2012 to 2013

    In the small business arena, transaction multiples increased year over year. For the first six months of 2012 to the first six months of 2013, the median revenue multiple narrowly increased from 0.49 in 2012 to 0.50 in 2013, reflecting a 2% increase. The median EBITDA multiple increased more significantly, from 2.69 in 2012 to 3.07 in 2013, reflecting a 14% increase. The median transaction price remained flat at $230,000.

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    2013 Summer Newsletter

  3. Press Release: Carolyn Armbrust Appointed President of Estate Planning Council

    Greetings Clients and Professional Colleagues, The Estate Planning Council of Lower Fairfield County (EPC-LFC) has appointed Carolyn Armbrust as President of the professional association. Ms. Armbrust has been a board member of the EPC-LFC since 2009, and most recently held the position of First Vice President and Membership Director.

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  4. Newsletter: Spring 2013, Business and Individual Tax Planning Peaks in 2012 Tax Season

    Greetings Clients and Professional Colleagues, The 2012 tax season was a particularly busy one in business valuation, due to expectations for increased tax rates for businesses and wealthy individuals. As a result, businesses and individuals had heightened motivations for securing year-end business valuations on their privately held operating businesses, real estate holdings, and investment holding companies. Click on the PDF file below to read the full newsletter.

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    2013 Spring Newsletter (PDF)

  5. Newsletter: Spring 2012, Transaction Analysis 2008-2011

    Greetings Clients and Professional Colleagues, Transaction activity took a double dip across most sectors in 2009 and 2011 – the result of a prolonged economic downturn, delayed revenue and earnings growth, and the lack of credit available for growth capital or acquisition financing. In current market conditions, buyers and sellers can benefit even more substantially from professional, independent appraisers, for purchase price development, valuation fairness opinions, and transaction negotiations.

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    Spring 2012 (PDF)

  6. Newsletter: Winter 2012, Equitable and Inequitable Transactions

    Greetings Clients and Professional Colleagues, Many of The Axcess Group’s valuation engagements in 2011 related to transactions between shareholders. The effects of the prolonged economic downturn, lack of credit available to small business owners, and decreased merger and acquisition activity in many sectors have given rise to amicable and adversarial intra-company transactions.

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    Winter 2012 (PDF)

  7. Press Release: Martha Gaudio, Corporate Finance Professional, Joins The Axcess Group

    Greetings Clients and Professional Colleagues, We are pleased to announce that Ms. Martha Gaudio has joined TAG as the director of business consulting. Ms. Gaudio bring over 20 years of experience in corporate financial planning and analysis to TAG. Throughout her career, Mrs. Gaudio has specialized in financial modeling, financial and market analytics, and ROI analysis, across a variety of industries. At TAG, Ms. Gaudio will lead financial, market, and transaction research for TAG’s financial advisory clients, as well as contribute to TAG’s business valuation practice.

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  8. Newsletter: Spring 2010, Welcome to the Axcess Value Newsletter

    Greetings Clients and Professional Colleagues, Welcome to our Axcess Value newsletter—providing valuation insights to business owners, investors, and their legal, tax, and audit advisors. Our first edition of Axcess Value provides our readers with insights to: The Axcess Group’s recent engagements, transaction trending in the micro-cap and small business markets, news and events involving our valuation experts.

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    Spring 2010 (PDF)

  9. Press Release: Axcess Group’s Founder Presents Workshop at Connecticut Conference

    Axcess Group’s Founder Presents Workshop at Conference for Connecticut Women Business Owners.

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