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Hot Spots to Look for Your Successor

Picking someone to lead your company after you step down is probably among the hardest aspects of retiring (or otherwise moving on). Sure, there are some business owners who have a ready-made successor waiting in the wings at a moment’s notice. But many have a few viable candidates to […]

What Can A Valuation Expert Do For Your Succession Plan?

Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell, dissolve or transfer the business to family members (or a nonfamily successor).

Many complicated issues are involved, including how to divvy up business interests, allocate value […]

Thrive Video Series: Corporate Advisory Services

The Thrive video series this month spotlights Corporate Advisory Services. Jim Key, Floyd Holliman, Paul Perry, Hanny Akl, Michelle Parks and Bryan Hirsch display the depth and breadth of our Corporate Advisory solutions.

With everything from State and Local Tax, Risk and Compliance, and Transaction Advisory to Business Valuation and Litigation Support, […]

Virtual reality

Determining the value of intellectual property

In an ever more virtual world, business owners increasingly depend on intellectual property (IP) to generate value for their companies. But determining the value of IP — be it patents, copyrights or trademarks — can be challenging. In addition to obtaining guidance from professional […]

Drilling For Damages

Court finds a sweet spot with reasonable royalty rate

As the Texas Court of Appeals has noted, damages in trade secret cases can take a variety of forms based on “flexible and imaginative methods.” But not every method will apply to every case. In some cases — Southwestern Energy Production […]

Three Ways to Control Increases in Health Insurance Premium Increases

In today’s environment, most employers are dealing with health insurance coverage issues – costs incurred by their company and costs borne by employees.  At annual renewal of the health insurance coverage policy, some employers are faced with dramatic increases in premiums. While not optimal, below are three ways that […]

On your mark, get ready, sell

The biggest financial transaction in a private business owner’s life is likely the sale of his or her business. Although many sales are premeditated, others result from unplanned events, which is why owners need to have an exit strategy. Valuators can help entrepreneurs plan their exit strategy, whether sale […]

CNBC Names Warren Averett Asset Management A Top 25 Fee-Only Wealth Management Firm

Warren Averett Asset Management, LLC is ranked as one of the Top 25 Fee-Only Wealth Management Firms in the country, according to CNBC’s inaugural list. The CNBC Digital team recognized Warren Averett Asset Management as the 24th firm among the Top 100 Fee-Only Firms in the nation. CNBC.com is the […]

When Natural Disasters Hit – Potential Tax Deductions Available

While we never want to see a natural disaster affect an area, when a natural disaster does affect you, it is important to be aware of potential tax deductions for your losses.
Deductions for Storm Damage
Taxpayers who have sustained a casualty loss during the recent storms in our area may […]

Joe Colone Earns Designation

Warren Averett, LLC, Certified Public Accountants and Advisors, is pleased to announce that Joe Colone, a Certified Public Accountant (CPA) recently became a Certified Valuation Analyst® (CVA).

“The designation is an indication to the business, professional and legal communities that Joe Colone has met NACVA’s rigorous standards of professionalism, expertise, […]