Adamy Valuation

Providing expert, independent business valuation services

[Adamy Valuation @AdamyValuation]

This Halloween, don’t let phantom stock haunt your business decisions! Phantom stock plans might sound spooky, but they can be a powerful tool to reward employees without giving away equity.

💡 Learn more: https://t.co/wTs9sYYuSj

#PhantomStock #EmployeeIncentives

[Adamy Valuation @AdamyValuation]

Our nationwide team gathered in Grand Rapids for a powerful week of collaboration, connection, and planning. Together, we set ambitious goals for the rest of 2024 and began shaping our vision for 2025. We always leave feeling recharged and ready for what’s next!

#CompanyCulture

[Adamy Valuation @AdamyValuation]

In our latest blog, Jake Helwick explores three common exit options and explains why selling to an Employee Stock Ownership Plan (ESOP) is a great option for preserving company culture and providing long-term benefits for employees.

🔗 https://t.co/wbj3U8BGpB

[Adamy Valuation @AdamyValuation]

In our latest video, Nick Adamy breaks down what a business valuation is and explains why it's crucial for business owners—whether you're planning for growth or preparing for an exit.

Learn how this valuable tool can help you make smarter decisions for your business.

[Adamy Valuation @AdamyValuation]

Today, we're celebrating two Adamy anniversaries! Luke Lindholm and Nathan Olberding have been incredible assets to our team for four years. Thank you both for everything you do!

#AdamyValuation #ValuationExperts

[Adamy Valuation @AdamyValuation]

We’re thrilled to be part of 100 Businesses That Care, teaming up with West Michigan businesses to make a difference in our community. This fall giving cycle, we're excited to support Susan Mast ALS Foundation for its impactful work!

#CommunityMatters #WestMichiganCares

[Adamy Valuation @AdamyValuation]

Last week, Jake Helwick and Scott Deal attended the 2024 Annual Great Lakes ESOP Conference hosted by @esopassociation. They enjoyed collaborating with peers in the ESOP community while gaining valuable insights.

#AdamyValuation #ValuationExperts #ESOP

[Adamy Valuation @AdamyValuation]

Meet the leadership team behind Adamy Valuation. We spent a day last week focused ON the business, not just IN it, and walked away feeling energized heading into Q4.

#TeamBuilding #CompanyCulture

[Adamy Valuation @AdamyValuation]

We are thrilled to announce that Chuck King is now serving on the Junior Achievement of MI Great Lakes JA Associate Leadership Board. Chuck is eager to amplify our efforts supporting the organization.

🔗 https://t.co/CUHxAWVvtw

#AdamyValuation #ValuationExperts

[Adamy Valuation @AdamyValuation]

Jake Helwick and Scott Deal are traveling to Ohio for the 2024 Annual Great Lakes ESOP Conference! This engaging event celebrates collaboration, learning, and growth within the ESOP community.

Register today: https://t.co/ioEz2I1vTz

#AdamyValuation #ValuationExperts

[Adamy Valuation @AdamyValuation]

This October, Michelle Gallagher will present on two BVR Power Panels regarding business valuation and family law. Register and gain valuable insights from her extensive experience!

Oct. 7
🔗 https://t.co/xvH7TcwnWo

Oct. 11
🔗 https://t.co/Ui4RZ88hUi

#AdamyValuation

[Adamy Valuation @AdamyValuation]

Conference season is in full swing!

Jake Helwick | @theNCEO 2024 Fall Forum

Jeff Denning & Kaylee Simerson | 50th Annual @NotreDame Tax & Estate Planning Institute

Travis Radaz | 20th Anniversary Michigan Private Equity Conference at the @UMich

#AdamyValuation

[Adamy Valuation @AdamyValuation]

Estate planning is crucial for protecting and preserving wealth, and effective estate planning can reduce estate tax and inheritance tax liabilities for both you and your beneficiaries.

Learn more in our newest white paper at the link below.

🔗 https://t.co/8Wc9PAdiCc

[Adamy Valuation @AdamyValuation]

Shoutout to Kaylee Simerson and Nathan Olberding who leveled up their leadership skills at the Great Boss workshop hosted by @EOSWorldwide! 💪✨ They're ready to bring new strategies and inspiration to our team.

#AdamyValuation #GreatBoss #LeadershipExcellence #TeamSuccess #EOS

[Adamy Valuation @AdamyValuation]

Business valuation discounts are critical in determining the value of business interests, especially in estate planning.

Read James Kubik's thought leadership article to explore these discounts and their origins.

🔗 https://t.co/CUaxTmjNtj

#AdamyValuation #EstatePlanning

[Adamy Valuation @AdamyValuation]

Adamy Valuation is proud to have sponsored the East Grand Rapids Middle School Regatta - a fundraiser for the PTO!

We're grateful for the opportunity to support our community, as proceeds from the Regatta support a variety of programs at EGRMS.

[Adamy Valuation @AdamyValuation]

Michelle Gallagher recently presented to Tax Team members of the Ways and Means Committee in Washington, D.C., about the looming TCJA sunset. Our latest video highlights key points from her presentation regarding Section 199A.

🔗 https://t.co/uNXscMybK2

[Adamy Valuation @AdamyValuation]

Jeff Denning and Kaylee Simerson are eager to attend the 50th Annual Notre Dame Tax & Estate Planning Institute! The event features an impressive panel of speakers who will address critical insights into estate planning.

Register: https://t.co/ldilpFE8kl

#AdamyValuation

[Adamy Valuation @AdamyValuation]

Nick and Jake are heading to Indianapolis for the NCEO 2024 Fall Forum, where they will learn about the future of employee-owned sponsorship plans (ESOPs).

Register today at: https://t.co/txja0ueUE3

#AdamyValuation #ValuationExperts #NCEOFallForum

[Adamy Valuation @AdamyValuation]

Here is a reminder that Jeff Denning is actively serving clients in both Ohio and Florida! Whether it's forensic accounting, business valuation, estate planning, or litigation support, he is eager to assist you: https://t.co/nYg8hTqZ0E

#AdamyValuation #ValuationExperts