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Lakelet Advisory Group Announces Launch of "A Complete Guide to Business Valuations for Estate & Gifts"


News provided by

Lakelet Advisory Group LLC

Jul 25, 2025, 08:41 ET

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BUFFALO, N.Y., July 25, 2025 /PRNewswire/ -- Lakelet Advisory Group is pleased to announce the launch of a new book, A Complete Guide to Business Valuations for Estate & Gifts, a practical and accessible resource designed for estate and gift attorneys, business owners, accountants, financial advisors, and other professionals engaged in succession and tax planning. This book was written by. Michael R. Koeppel, ABV, CPA, CGMA, CITP, CTP.

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A Complete Guide to Business Valuations for Estate & Gifts
A Complete Guide to Business Valuations for Estate & Gifts
Michael Koeppel
Michael Koeppel

Launching today, the guide will be available as a free digital download through Lakelet Advisory Group's website. The book breaks down the three core valuation methodologies and offers actionable insights on applying each within the context of IRS regulations and real-world estate planning scenarios.

Whether advising clients or planning for your own business transition, A Complete Guide to Business Valuations for Estate & Gifts provides the foundational knowledge needed to navigate valuation with clarity and confidence.

This release is part of Lakelet Advisory Group's ongoing mission to empower professionals and families with tools and strategies that support long-term financial success and legacy preservation.

To receive the free download upon release, visit www.lakeletag.com.

About Lakelet Advisory Group
Lakelet Advisory Group is a strategic advisory firm specializing in business valuation, succession planning, and growth strategy. The firm partners with business owners, families, and professional advisors to deliver customized solutions that support long-term success.

Media Contact:
Aynsley Craner
Public Relations
Phone: (888) 971-3244
Email: [email protected] 
Website: www.lakeletag.com

SOURCE Lakelet Advisory Group LLC

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