Louisiana’s defense and national-security manufacturing base were front and center in January, with two completed transactions. In the first, Jeanerette-based Metal Shark Boats, LLC sold to Miami-based Magnet Defense LLC….
Pierce v. Commissioner, T.C. Memo 2025-29, April 7, 2025
January 20, 2026
The court reviewed a discounted cash flow valuation of a privately held S Corporation after gifts and sales of interests. It found the taxpayer’s expert assumptions credible, including cash flow…
Why Your Company Needs a Recurring Business Valuation
January 20, 2026
A recurring business valuation gives owners clarity and confidence—supporting smarter decisions, reducing risk, and ensuring the business is positioned for growth, transition, and long-term value creation….
Valuing Promissory Notes for Gift and Estate Tax Purposes: A Practical Guide
January 20, 2026
When planning for the transfer of wealth, promissory notes often play a central role. Whether used as part of an intrafamily loan strategy, a sale to an Intentionally Defective Grantor…
M&A Report: Louisiana M&A activity in 2025 driven by infrastructure, energy and industrials
January 7, 2026
Louisiana’s 10 largest mergers or acquisitions in 2025 underscore the continued national and international interest in the state’s strategic infrastructure, natural resources, energy services and industrial technology sectors. At least…
“There is a lot of new activity in the market that is building a good economy while existing employers like Michoud have fascinating things going on.” When Gay LeBreton joined…
