Business Transition Strategy | Valuation Discounts & Gifts to Family Members
With estate and gift taxes being top of mind for many of our clients and partners, we wanted share some timely information about transferring business ownership to other members of […]
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Exit Planning for a Post-Pandemic World: How to Get it Right
Market volatility and economic uncertainty inevitably leave business owners wondering about the future of their companies. Whether you’re planning an exit in the immediate future or just weighing the possibility […]
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How an ESOP Benefits Business Owners
Whether you’re currently contemplating a third-party sale or just starting to think about your business transition, you should definitely consider how an Employee Stock Ownership Plan (ESOP) exit strategy may […]
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Winning Strategies for Finding the Right Business Buyer
Many entrepreneurs think that they need to find a big buyer to get top dollar for their business. Bigger isn’t always best, though. Sometimes strategic buyers who are smaller and […]
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The 5 Most Common Mistakes Among Small Business Buyers
Business schools are known for churning out large numbers of budding entrepreneurs. But the problem is that starting your own company isn’t nearly as glamorous as you might hope, and […]
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Exit Planning Considerations During COVID-19
The early days of 2020 saw M&A valuations at an all-time high. But the pandemic brought the entire industry to a sudden, screeching halt. Businesses are beginning to dust themselves […]
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3 Lessons From 9 Months of COVID Deal Data
Approaching a year into the COVID era, as so many norms have been disrupted, M&A has plummeted—by as much as 85 percent according to some accounts. July ‘20 saw some […]
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2020 Year-End Review / 2021 Road Ahead
“Everyone has a plan until they get punched in the mouth” – Mike Tyson For many businesses, this sums up the year 2020. With all the turbulence due to the […]
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You Want to Sell, But Should You?
If you’ve been eyeing retirement, the COVID-19 pandemic may have put a wrench in your dreams for the future. Perhaps you still want to sell, but are uncertain how the […]
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