Due diligence may be the most feared aspect of the merger and acquisition (M&A) process for business owners, and their concern is valid. The results
You know the old saying, “Marry in haste, repent at leisure?” Dating back to 1693, it still stands the test of time—surprisingly, even in the
There are many tax strategies that can be deployed to ensure the mitigation of the tax impact when they sell their business. These include a separately managed account in an owner’s investment portfolio, deal structure opportunities, estate freezing and transfer techniques, and utilizing tax code options.
Companies tend to focus on the tangible assets that add value to their business, such as inventory and equipment. However, the real driving force behind
The federal reserve has cut interest rates by half a point. What does it mean for the timing of taking your business to market?
Family succession is one of the most emotionally charged and complex exit strategies. It requires meticulous planning and a realistic assessment of your family’s dynamics.
One powerful tool to achieve growth is a well-executed acquisition strategy that will result in exponential growth that is faster than growing organically.
Essentially, an ESOP is a retirement plan trust that buys, holds, and sells company stock on behalf of employees. It’s a powerful motivator for employees that fuels growth and can help maintain brand identity and business legacy.
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?”
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?
Don’t let fear render you complacent when developing your exit strategy! It’s important to understand the economic indicators driving the M&A cycle. Economics aside, there are other considerations, such as whether your business is positioned to attract a buyer or if you’re in the optimal stage of development to go to market.
There are eight drivers we assess when valuing a business during our M&A Advisory process and one of the most important intangible assets that drive value is the human capital, or the leadership and people that create the revenue for a business.
Our mergers & acquisition team at Legacy Partners represented Stellar Building Technologies in the sale to Albireo Energy. The transaction allowed our client to transition
A successful M&A transaction starts with good planning… And as early as possible. Every business owner’s journey does eventually end. You can choose to prepare
While many business owners are concerned that they won’t get top dollar for their business after a tumultuous year, there are three strong factors that may actually make this the best year to sell your business and grow your wealth.
While many business owners are concerned that they won’t get top dollar for their business after a tumultuous year, there are three strong factors that may actually make this the best year to sell your business and grow your wealth.
Most business owners don’t understand the value of their business and have no idea how to negotiate or structure a deal to mitigate taxes. And, they certainly don’t have access to buyers. So they lock onto the one buyer who calls. A good M&A firm can help.
Businesses that had great teams who were proactive in their response to the pandemic and can demonstrate reliable and/or recurring revenue will be rewarded next year when they go to market. Are you ready to exit?
Only 20-30% of business owners will be successful in executing the sale of their business. Here are three big decisions business owners need to get right when selling their business.
The Mergers and Acquisitions world is waking up as the shock of the pandemic has softened and we are busy guiding clients through the selling process. Many owners want to know “Who do you think will buy my company?” I can’t predict the future but I do know they’ll fall into one of these three categories.
Run your business as if you will run it forever, but be prepared to sell it tomorrow by understanding the value of your business and market conditions. There are two main indicators it’s time to sell.
While the pandemic has lead to uncertainty for many business owners, all hope is not lost. Your goal for the immediate future is to control what can be controlled, be proactive, and take action to ensure you thrive in this market. Sound impossible? Here’s how.
We have a long way to go until we have a clear view as to the full impact of the pandemic and what our new business landscape will look like. Do you have a contingency plan if the economy is again shuttered?
As of last week 3.28 million people have filed for unemployment and everyone is scrambling to keep above water. There are projections that our unemployment rate here in the U.S. could top the Great Depression high of 24.9%. What can you do in the face of uncertainty to prepare for the future?
if you are a privately held business owner who wants or needs to exit in the near term, be ready. Recognize that M&A is dynamic, the game is fast, so it’s best to not panic, be proactive, and skate to where the puck will be!
With the threat of a pandemic looming, these are three most common questions I’ve received lately and how I’ve answered them.
Transferable value is the worth of your business to a buyer without you in it and it is the cornerstone of an exit plan. For a business owner who intends to exit via a third-party sale, how high a price an owner receives is dependent on all of the decisions made as they build transferable value.
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