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Exit and Succession Planning

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You, Your Exit Plan and Your Options

When it comes time to enjoy your retirement, you may reach a crossroads in deciding what to do with the business you have built. It is important to take

Selling Your Business to the Next Generation While Deferring Tax Liability and Supporting a Favorite Charity

Many people who seek estate planning advice are the owners of family businesses. As such, one of their critical concerns is how to pass the business on

Key Value Indicators in Evaluating a Business

When looking to execute a transaction such as selling your business, it is often beneficial to put yourself in the shoes of the buyer, to determine what

S Corporation Rollover Equity – Involve Your CPA Early and Often

When selling your closely held or family-owned business, there are often multiple structures that warrant consideration. Should you sell your assets or

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Using Data to Build Value

It’s sometimes difficult to give your business a critical evaluation, but when you’re aware of an actual or perceived weakness, you have an

Greasing the Skids: Sell-Side Due Diligence

Contemplating a company sale? Some reasons to consider sell-side due diligence After many years of hard work and dedication, you’ve made the decision

Estate Planning as a Tool for Your Business Succession Plan

The year 2020 has been mired with uncertainty and unprecedented strife for many. As we reflect on the past six months and prepare for the next, now may

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

Since mid-March, M&A volume has slowed dramatically as the U.S. economy shut down and state governments implemented stay-at-home orders. The chart

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

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