Introduction: What is QSBS? The One Big Beautiful Bill Act (OBBBA) signed into law by President Trump on July 4, 2025, includes enhancements to Internal Revenue Code Section 1202, Qualified…
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What is the Number One Value Destroyer When You Go To Sell Your Business? Not Addressing Owner Dependency….. But How? Strengthening Owners and their Leadership Teams for Transition Evolving from Operator to…
The Hidden Pitfalls Business Owners Should Know When it comes time to sell your business, one of the first decisions you will face is how to go about it. If…
(In other words, I’m not ready to consider a sale today – but what should I be doing to build value, make my company more sellable, and reduce taxes?) Why Plan Now?…
Introduction For a founder, selling your business is one of the most important decisions you will ever make, and selecting the right buyer is key to taking care of your…
When considering a sale of your business, readiness and pre-transaction planning play a pivotal role in determining the success of a transaction.
Working capital analysis is a key value component and piece of financial due diligence when selling a business.
Comprehensive planning ahead of a transaction with input from an investment banker and a wealth advisor can make the difference between “hitting your number” and “leaving money on the table.”
Rolling Equity in a transaction diversifies a business owner’s risk profile by taking chips off the table while still holding meaningful equity with significant upside.
Selling a business is complex, and since there are no “do-overs”, it is worth the extra effort, time, and money to be properly prepared.
