COVID-19 AND THE M&A MARKET: DEAL VOLUME AND VALUE

Learn more about the current state of the M&A Market since the U.S. economy shut down due to COVID-19.

What to Expect During a Sale Transaction

Once they decide to move forward, many owners plow straight in and starting looking for a buyer. Good idea, but not so fast. Slow down. Think about your

COVID-19 AND THE M&A MARKET

The two-month COVID-19 economic crisis has significantly disrupted the M&A deal market. While there are examples of transactions that have closed,

Are You Prepared for the Next Stage of Your Business?

You’re a successful business owner who’s devoted all your time and effort into growing your company to be a best-in-class provider in the industry.

ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

Wealth Management Concerns When Selling Your Business

While there are a multitude of issues facing a business owner when they decide to sell their business, one of the most important areas that often gets

The Value of Business Process Analysis in your Succession Plan

Learn more about how succession plans can help you to prepare for a smooth transition to ensure that changes do not affect normal operations.

Considerations for Transitioning Your Business

Learn more about what a business owner should consider before deciding how they would like to transition their business.

Thinking About the Future: What’s Your Plan? (MDR)

We’ve all heard the saying, “Fail to plan, plan to fail.” This is extremely pertinent if you’re thinking about transitioning your

Tax Considerations When Selling Your Business

There are many things to consider when preparing to sell a business. Some of the items are strategic business considerations, financial considerations

Succession planning starts with what’s next

What makes a business successful? In many small businesses, the owner is the principal driver to that business, particularly from a technical and sales

Asset vs Stock Deal: What’s Best for Me When Selling My Business

You’ve been approached about selling your business. After phoning your spouse to share the good news, you call your succession planning advisor.

Revenue Recognition- Member Owned Private Organization

In May 2014, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606),

Insight - Fed Funds Increase

On June 13, members of the Federal Reserve’s Federal Open Market Committee voted to increase the target range for the federal funds rate by 25 basis