Views & Analysis from our Experts

Katherine Whitehead

Katherine is a Manager in our Valuation Services Group. Her practice group provides business valuation, forensic accounting, consulting, and expert witness services to clients in New England and beyond. Katherine’s valuation experience includes gift and estate valuation, merger and acquisition analysis, litigation support, ESOP’s, and transaction support. She has worked on valuation assignments in a variety of industries and has over a decade of professional tax experience. Katherine holds an MBA, the Certified Valuation Analyst designation by the National Association of Certified Valuators and Analysts, and is a candidate for the American Society of Appraisers (ASA) certification.
5 Steps to Maximize the Transferability of Your Business

Do you want to receive top dollar for your business? Do you want to make your business irresistible to a potential buyer? Looking for a stress-free retirement? If you find yourself answering “yes” to these questions, it’s time to take steps to...

Four Reasons Why a Shareholder Agreement is Essential to your Company’s Survival

Although there is no legal requirement to have a formal shareholder agreement, it’s a good idea for any company with more than one shareholder to have one, as it reduces the potential for conflict between shareholders, helping the company run...

Why a Business Valuation Analysis is Important to Your Company’s Value

All business owners need to consider a business valuation, ideally updated annually. A current business valuation is important for your company’s financial health as it can:


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