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
Business Value Transfer
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
“What is an Exit Plan” is an article I wrote ten years ago. It was just brought to my attention and I realized I
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
When it comes to business valuation, “it depends” is the honest answer to the question, what is the median for small business (sorry, I
Qualified Small Business Stock is a type of stock that includes immense tax relief for investors. Those benefits serve to stimulate investment in small
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
Featured speaker: John Leonetti, President & CEO, IEPA-International Exit Planning Association Our moderator: Tinsley Dempsey, VP of Development & Strategy at Sofer Advisors
Featured speaker: Laura Ferguson, VP of Partnerships & Enterprise Sales at The Value Builder System Our moderator: Ray Croff, CEO of Mobius Financial Advisors
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
Purpose after the sale is one of the biggest challenges for an exiting owner. Purpose – “Having as one’s intention or objective.” Many exit
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
Life after the sale is often both the most important and most neglected factor in exit planning. Although (according to two different surveys in
As we delve into 2024, the Mergers and Acquisitions (M&A) landscape continues to evolve, shaped by the echoes of the COVID-era and the dynamics
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If you’re preparing your business for growth or an eventual exit, how do you know your team is truly aligned? Ask your entire team
As business owners increasingly embrace artificial intelligence to improve efficiency and accelerate growth, an important question often goes unasked: What happens when the business
Clients who rush a sale to beat a possible tax change can lose more in business value than they would ever save on taxes.
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
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