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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

The Q3 2024 Medtech Report from J.P. Morgan spotlights heightened investments, mergers and public offerings, signaling a positive industry outlook.
Due diligence is a crucial step in any merger and acquisition process. This can be especially challenging for Software-as-a-Service (SaaS) companies.
With an increasing demand for lithium across the energy sector, oilfields may find a common biproduct may hold the key to future growth.
The medical technology, or medtech, industry is poised for a transformative year despite soft IPO activity the first half of 2024. Learn more here.
Weaver’s transaction advisory team guides clients through the deal lifecycle with M&A strategies and due diligence efforts to keep clients informed, proactive and confident.
These essential estate planning strategies will help develop a robust plan to protect your assets, reduce taxes and ensure more for your heirs.
Whether preceding an M&A transaction or another executive hire, due diligence identifies any red flags before inking a high-stakes deal.
Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
In a business sale, due diligence is critical to mitigate the risk of unexpected tax issues for buyers and sellers. Find out key components of tax due diligence.
There are important takeaways for valuation in the Sorensen case. This article by Will Frazier, a Weaver valuation professional, provides details and insight.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
Discover how to navigate the intricate landscape of cybersecurity risks and gain insights into safeguarding organizational assets through strategic planning.
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