Articles & Case Studies

In some cases yes!  Congress has long recognized that small businesses investment is an important driver of the U.S. economy.  Back in 1993, to encourage capital investment in small businesses, they created a rule that eliminates federal income tax on some (later revised to all) of the gain on the sale of certain C Corporation […]

If a stranger knocked on your door today making an offer to buy your house, would you take it? Probably not. But let’s run through this thought experiment’s possible scenarios: If the stranger’s offer is offensively low, you’re closing the door and dismissing the idea of a sale from your head. If the offer is

You have spent years building a business, a brand, a reputation. It is not easy to part with this. Know that this is perfectly normal and you are not the only one. But the desire to leave the company comes from somewhere. Welllicht you have found a new passion or simply wish to retire and

If you’re looking to sell your business, you will probably be evaluating investment bankers or M&A advisory firms. One of the biggest concerns people have when hiring these professionals is understanding the fees involved. What’s normal and how can you protect your interests? If you pay too much upfront, your advisor might not have enough

Supply chain issues are a big concern for businesses right now. Forced shutdowns, crisis forecasting, labor issues, and logistics all played (or are still playing) a part in the current shortages. Business has not snapped back to normal. Managing the supply demand imbalance will be a tricky problem for at least the next six months,

Business owners take any number of perks from their business, from the standards like auto expenses, memberships, and insurance plans to extras like entertainment, vacations, or an additional family member on the books. Perks are a way for owners to be further compensated for their hard work. However, they can complicate valuing a business. When

Supply chain issues are a big concern for businesses right now. Forced shutdowns, crisis forecasting, labor issues, and logistics all played (or are still playing) a part in the current shortages. Business has not snapped back to normal. Managing the supply demand imbalance will be a tricky problem for at least the next six months,

We’re selling a business in which a management team member holds a minority equity stake. This critical employee stands to get a small windfall in the sale. On top of that, the seller was telling us she meant to give this employee a nice financial gift as a thank you afterwards. That’s where we pumped

No matter how motivated the buyer and seller, selling a business is always a challenge. There’s a lot that can go wrong, and deals can fall through at any time. Delays are one of the biggest problems contributing to deal failure. The longer the process drags on, the more likely it is that a) someone