The Blog

Selling your business externally to a 3rd party buyer/investor, more often than not, yields the highest value. It is a common strategy among business owners who are looking to diversify their personal financial risk and those who recognize that “going it alone” is no longer...

Business owners often dread telling their various stakeholders of their intent to sell the business. Done poorly, this process may negatively impact the business or deal process. Taking time to craft a strategy for informing stakeholders will help mitigate many of the risks associated with...

Ownership for key employees can be an instrumental strategy to retain and attract top talent within your business and increase value over the long term. When tackling key employee planning with our clients, our fundamental goals is to use these 8 steps as a foundational...

Unlike a formally structured board of directors, an advisory board is a less formal group of outsiders (to the company) that is organized to provide owners and corporate leaders with support, advice and assistance. While Boards of Directors have legally defined responsibilities, control and fiduciary...

We have put together a list of earnings adjustments that may be impactful to your business value. When considering EBITA adjustments, add backs are not uniform and whether or not an add back is used depends on the normal practice within a company’s industry. In...

Many owners start their business with an end goal in mind. They anticipate growing the company over the years with the assumption that, when the time is right, they would sell the company to family, other partners, or to a third party. However, as the...

2020 was a year with plenty of challenges and disruption; it was also a year that fostered creativity and resiliency. While we currently sit in a race between effective vaccine rollouts and another wave of the virus, the country is continuing to digest the lasting impact of the last 12months. The M&A environment has shown resilience and a strong bounce-back in both deal volume and deal size in the second half of 2020 which are all indicators to suggest this activity will continue through 2021.The pandemic’s effect on the M&A market was severe and immediate with both deal volume and deal size dropping immediately. While year-over-year deal volume was down each quarter, total transactions made a meaningful bounce-back in Q4 and, given the median deal size was meaningfully higher in Q4, the data suggests transactions for quality opportunities were delayed instead of completely shelved during the year.

Several media outlets and tax research sources are beginning to report on former Vice President Biden’s tax plan. Details of such a plan seem to be coming from past speeches or talking points made by the presumptive Democratic Party Nominee, so we’ve yet to see...

With the many advantages of modern technology comes risk — specifically, the opportunity for private information to fall into the wrong hands. With thieves targeting companies and individuals, here is our handout that outlines things you can do to protect yourself against identity theft....