Buy side/Acquisitions
Wealth managers and financial industry observers have pointed out that we are in the midst of a great wealth transfer driven by Baby Boomers.
Jun 11, 2024 3 min read
Atlanta
Starting with the End in Mind – webinar for business owners and buyers May 16 at 1PM (EDT) If you have the following questions,
Apr 24, 2024 1 min read
Greater Boston
A Guide to the New 2023 SBA SOP Written by Live Oak Bank The U.S. Small Business Administration (SBA) has implemented two Procedural Notices
Jan 15, 2024 4 min read
Mergers and acquisitions are successful because the subsequent integration provides value. The Board of Directors of the acquiring firm plays an important role in
Jan 9, 2024 1 min read
Atlanta
I get this question a lot in M&A. The purchase price of a business can have a number elements: 1. down payment (cash equity
Nov 16, 2023 1 min read
Greater Boston
Methodology to Avoid Business Disruptions A business requirements study is conducted before the software implementation begins. The legacy software database is transferred to
May 20, 2023 1 min read
New York
Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those
Apr 19, 2023 2 min read
Connecticut
Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these
Feb 6, 2023 4 min read
Long Island
Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for
Jan 18, 2023 3 min read
Connecticut
We interview Jeff Swiggett, Business Sale and M&A Advisor as part of our Expert Interview series. Jeff discusses how Buyers look at your business
Nov 2, 2022 1 min read
Tri-State
Our motto is “Speed is our weapon”. Every day I see this come to life with my clients from day 1 to closing. Here’s
Sep 23, 2022 1 min read
Connecticut
BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to
Aug 27, 2022 2 min read
Maryland
Program produced by XPX Triangle. Addressing the challenges of acquisitions: Integrating a new management team; integrating cultures; keeping key employees happy. Our Speakers: Nigel
Apr 29, 2022 1 min read
Triangle
Program produced by XPX Philadelphia. In this program we continue to explore the journey to exit of a $40M, privately held, family-owned Manufacturing Company.
Mar 25, 2022 1 min read
Philadelphia
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February 5, 2026, the Connecticut Supreme Court unanimously ruled that employees must be compensated for time spent undergoing security screenings on their employer’s premises.
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Charlotte
Advisor Resource
When a growing manufacturer approved a plan to significantly increase its marketing budget, the rationale was simple: more investment would drive stronger demand generation,
Feb 9, 2026 4 min read
Philadelphia
Effective February 1, 2026, California’s “Workplace Know Your Rights Act,” SB 294, introduces new requirements for California employers. The legislation makes substantial changes to
Feb 6, 2026 2 min read
ConnecticutLong IslandNew JerseyNew YorkTri-State
When business owners begin planning an exit, the room usually fills with financial advisors, accountants, and legal counsel. The conversation centres on numbers, structures,
Feb 5, 2026 3 min read
Northern California
Most business owners don’t have a lot of experience with corporate value. They are too busy working in and on their business. And valuation
Feb 3, 2026 5 min read
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