Proper preparation is essential to safeguard an owner’s business legacy, ensuring a smooth transition, and ultimately leading to a life of post-ownership with continued fulfillment.
Buyers are very motivated to go directly to a business owner in search of what we call a proprietary deal. No competition. Without advisement and following the proper Mergers and Acquisitions process, a business owner will not receive full value for the company. In addition, future risk in the deal and the tax impact will not be mitigated.
Protect Your Legacy We are often asked, “How do I reduce my tax burden when I sell my business?”Many strategies can be implemented and you
In the dynamic landscape of business, where technology and market trends evolve at an unprecedented pace, it’s easy to overlook the most valuable asset that any business possesses – its employees.
A business can have the best strategy in the world but if they don’t have culture that fosters employee engagement, it won’t matter. When you exit your business the culture you have built can mean millions of dollars in your pocket.
The conundrum for every business owner is that they have built a valuable illiquid asset and don’t know how to execute an exit. They anxiously ask, “How do I diversify the wealth I have created with this business?”
Don’t let taxes be a thorn in your side. The tax and legal aspects of a transaction can be to your benefit with the right people on your team doing the proper planning to save you millions of dollars.
Today’s business owners are regularly getting marketing calls from unsolicited acquirers. Do these calls ever result in a sale?
As the year comes to a close, there are two ways to set your business up for a prosperous new year. Learn audit and tax strategies to protect your wealth.
As the year comes to a close, there are two ways to set your business up for a prosperous new year. Learn audit and tax strategies to protect your wealth.
An exit plan aligns an owner’s business, financial, and personal goals and is a living document, so it is continuously revised as the business scales. It serves as a guide for the business owner as they prioritize critical decisions to scale the company. This ensures that as the company grows transferable value is increased and the business will attract investors when they go to market.
There are three types of third party business buyers – financial, strategic and individual – and each brings something different to the table. Which is right for you?
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