Adamy Valuation @AdamyValuation
Providing expert, independent business valuation services Joined October 2020-
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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: loom.ly/B08i_IA #PhantomStock #EmployeeIncentives
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
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. 🔗 loom.ly/sB8rFvY
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.
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
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
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
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
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. 🔗 loom.ly/xSBAWl8 #AdamyValuation #ValuationExperts
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: loom.ly/5pCK1PY #AdamyValuation #ValuationExperts
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 🔗 loom.ly/F_qduZo Oct. 11 🔗 loom.ly/Zd3I6DY #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
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. 🔗 loom.ly/3yddtWc
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
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. 🔗 loom.ly/q6AzJLg #AdamyValuation #EstatePlanning
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.
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. 🔗 loom.ly/uHLbhNQ
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: loom.ly/QIr7zrs #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: loom.ly/sqjIw3Y #AdamyValuation #ValuationExperts #NCEOFallForum
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: loom.ly/uaO92PM #AdamyValuation #ValuationExperts
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