Clients who rush a sale to beat a possible tax change can lose more in business value than they would ever save on taxes.
Eric Togneri
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When a client agrees to seller financing, they become a lender to a business they no longer control, and that shift is a credit
The purchase price a client agrees to rarely survives to closing unchanged, and working capital is one of the most common reasons it moves.
The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent
The Signature That Takes a Seller Off the Market: What Advisors Need to Know About Letters of Intent Most of a letter of intent
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
Choosing a buyer is not simply a transaction decision. For an owner preparing to exit, buyer type can shape valuation, deal structure, post-closing obligations,
Most business owners think a sale takes a few months: some conversations, a handshake, a wire transfer. In reality, the process from first preparation
For a business owner, signing a letter of intent can feel like crossing the finish line. Months of preparation, marketing, and negotiation have produced
When a letter of intent includes an earnout, the seller is facing one of the most consequential structural decisions in the entire transaction. An
Most business owners fixate on the headline purchase price when they think about selling, picturing that full amount landing in their account. In reality,
This is not a formality. It is one of the most important early protections a seller has, and skipping it creates risks that are
Selling a business is one of the most significant financial decisions a person can make. Selling a family business is all of that and
Your client just signed a letter of intent. They think the hard part is over. It is not. It is just beginning. Due diligence
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