Business Value Transfer

Business Value Transfer

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

David Flores Wilson

Sincerus Advisory

1 week ago

QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the

May 6, 2025 15 min read New York

Business Value Transfer

Beware letting the tax-tail wag the deal-dog when selling a business

Paul Cronin

Touchstone Advisors

2 months ago

Let’s suppose you have owned a business for any years and are considering selling it to retire (kinda the dream…). Say it is worth

Mar 12, 2025 1 min read Greater Boston

Business Value Transfer

The Human Factor.

Frank Thomas

The Effective Syndicate

3 months ago

The Human Factor: Why Staffing and Recruiting Are Critical to Manufacturing M&A Success In manufacturing, skilled tradespeople are the backbone of production, efficiency, and

Feb 11, 2025 1 min read Atlanta

Business Value Transfer

What is an Exit Plan?

John Dini

The Exit Planning Coach

5 months ago

“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I

Dec 5, 2024 3 min read San Antonio

Business Value Transfer

Just Add Capital

Felipe Suarez

Financially Sound Solutions

6 months ago

If you’re looking to attract an investor or an acquirer one day, expect them to dig into your sales and marketing process. If you’re

Oct 31, 2024 2 min read Houston

Business Value Transfer

In a business valuation, what is the “median” for a small business?

Paul Cronin

Touchstone Advisors

8 months ago

When it comes to business valuation, “it depends” is the honest answer to the question, what is the median for small business (sorry, I

Sep 12, 2024 1 min read Greater Boston

Business Value Transfer

Understanding Qualified Small Business Stock (QSBS)

Billy Amberg

Bloomwood

8 months ago

Qualified Small Business Stock is a type of stock that includes immense tax relief for investors. Those benefits serve to stimulate investment in small

Sep 8, 2024 5 min read Atlanta

Business Value Transfer, Member News

Private Equity and Privately Held Businesses

John Dini

The Exit Planning Coach

8 months ago

Depending on who you are talking to, Private Equity is either the Great Satan or the savior of small and mid-market companies in the

Sep 4, 2024 3 min read

Business Value Transfer, Video

XPX Next: State of the Exit Planning Market

Cheryl Centeno

XPX Global

9 months ago

Featured speaker: John Leonetti, President & CEO, IEPA-International Exit Planning Association Our moderator: Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors

Jul 31, 2024 1 min read

Business Value Transfer, Video

XPX Next: 5 Approaches to Get an Owner to Talk Exit

Cheryl Centeno

XPX Global

9 months ago

Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors

Jul 31, 2024 1 min read

Business Value Transfer

Time to Sell? Are You and Your Company Prepared to Go After the Elusive Pot of Gold?

Leonard (Ladd) Hirsch

Bradley LP

10 months ago

Time to Sell? Are You and Your Company Prepared to Go After the Elusive Pot of Gold?

Jun 26, 2024 1 min read Dallas

Business Value Transfer

ESOP or Acquisition

Cheryl Centeno

XPX Global

1 year ago

Program produced by XPX South Florida. Our Speaker: James F. Higgins, Jr.Managing DirectorPilot Hill Advisors LLC Jim Higgins is a co-founder of Pilot Hill

Apr 29, 2024 1 min read South Florida

Business Value Transfer

Purpose After the Sale

John Dini

The Exit Planning Coach

1 year ago

Purpose after the sale is one of the biggest challenges for an exiting owner. Purpose – “Having as one’s intention or objective.” Many exit

Mar 4, 2024 3 min read San Antonio

Business Value Transfer

Personal Vision – Life After the Sale Part 2

John Dini

The Exit Planning Coach

1 year ago

In our last article about life after the sale we discussed identity. Even when business owners are comfortable with who they are, however, there is

Feb 20, 2024 3 min read San Antonio

Business Value Transfer

Personal Vision – Life After the Sale Part I

John Dini

The Exit Planning Coach

1 year ago

Life after the sale is often both the most important and most neglected factor in exit planning. Although (according to two different surveys in

Jan 29, 2024 3 min read San Antonio

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What's Trending

Business Value Growth

Helping Your Clients Manage Risk through Effective Enterprise Risk Management

Steven Lustig

Lustig Global Consulting

4 days ago

Are your clients best preparing for success and for an exit by managing the risks they face? In this interview hosted by John Ray

May 13, 2025 1 min read Atlanta

Business Value Transfer

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

David Flores Wilson

Sincerus Advisory

1 week ago

QSBS is arguably the most attractive tax strategy available to entrepreneurs and business owners in the U.S., and the current environment may be the

May 6, 2025 15 min read New York

Business Value Growth

Is She Fired or Not – the Gwynne Wilcox Story

Robert Brody

Brody and Associates, LLC

2 weeks ago

Fired, reinstated, fired again, reinstated again, and now fired once more – talk about a revolving door. President Trump’s unprecedented firing of a Democratic

May 1, 2025 1 min read Tri-State

Business Value Growth

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

Robert Brody

Brody and Associates, LLC

4 weeks ago

By Robert G. Brody and Fintan S. Lalor The National Labor Relations Board (“NLRB”, or the “Board”) has undergone immense changes since President Trump

Apr 18, 2025 4 min read Tri-State

Business Value Growth

From Gridlock to Growth: Conveying Clarity!

Maria Forbes

FIREPOWER Business Catalyst, LLC.

1 month ago

We’ve all been there. Stuck! Paralyzed! Whether it’s a key project grinding to a halt or a team dynamic that feels like walking on

Mar 28, 2025 4 min read Atlanta

Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

1 month ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Business Value Transfer

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

Beware letting the tax-tail wag the deal-dog when selling a business

The Human Factor.

What is an Exit Plan?

Just Add Capital

In a business valuation, what is the “median” for a small business?

Understanding Qualified Small Business Stock (QSBS)

Private Equity and Privately Held Businesses

XPX Next: State of the Exit Planning Market

XPX Next: 5 Approaches to Get an Owner to Talk Exit

Time to Sell? Are You and Your Company Prepared to Go After the Elusive Pot of Gold?

ESOP or Acquisition

Purpose After the Sale

Personal Vision – Life After the Sale Part 2

Personal Vision – Life After the Sale Part I

What's Trending

Helping Your Clients Manage Risk through Effective Enterprise Risk Management

Financial Planning Strategies to Enhance Qualified Small Business Stock (QSBS)

Is She Fired or Not – the Gwynne Wilcox Story

Federal Judge Rules President Can Fire NLRB Administrative Law Judges

From Gridlock to Growth: Conveying Clarity!

New ESOP communication resource from Blue Ridge ESOP

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