Business Transition Strategy | Valuation Discounts & Gifts to Family Members 

September 14, 2021

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

June 8, 2021

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

May 17, 2021

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

April 7, 2021

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

March 1, 2021

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

February 8, 2021

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

January 19, 2021

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

January 5, 2021

“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?

December 11, 2020

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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