The Blog
28 Jul Potential Tax Changes to Consider
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...
17 Jan IDENTITY THEFT PREVENTION TIPS
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....
04 Dec Why Hire an Investment Bank?
For owners looking to sell their business, it can be a daunting and confusing task. Not only the process itself, but hiring the right team can be difficult, especially when one isn’t well versed in the mergers and acquisitions industry. There are two main types...
12 Nov 2019 – M&A AT A GLANCE
The M&A market continues to be strong for sellers bolstered by limited availability of investment options, increasing cash reserves of investors, and stalled organic growth opportunities. This continues to be good news for sellers.STRATEGIC BUYER FOCUSStrategic buyers are looking for growth. Earnings per share (EPS)...
01 Oct Who is the Right Buyer for Your Business? Strategic Vs. Private Equity
The label “Private Equity Buyer” and “Strategic Buyer” are frequently brought up when contemplating prospective buyers for a business. Both have their advantages and disadvantages but, depending on the details of the deal, a sale to one or the other has important implications, both in...
05 Sep Which form of accounting preparation is right for your business?
There are generally three different ways that a business can display and record their business financials: internally prepared, reviewed, and audited. All three tiers are different in their own way and have their own benefits and drawbacks. Determine which accounting preparation method is best suited...
09 Aug Quality of Earnings Report: What is it and Why is it important?
Quality of earnings studies (known in our industry as "Q of E") would be more aptly named if they were called "financial due diligence" studies. Unlike an audit where the emphasis is heavily on the balance, a Q of E is designed to provide a...
26 Mar Real Estate Within the Business- Good or Bad Idea?
Considering owning real estate within your business? The our guide takes a look at the advantages and disadvantages of owning real estate within your business. Depending on the impact to you and your business, it might make sense to reallocate where assets are held. Download...
26 Oct Internal Succession: What’s Fair?
Typically, there are two “buyer pools” to consider when selling your company. An external buyer is the obvious selection if your only objective is to maximize value. However, if the non-financial aspects of your business such as legacy, employees or community take precedence over the...