Mergers and acquisitions

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 Advisors LLC where he specializes in designing, financing, and executing internal buyout transactions for privately held companies utilizing an Employee Stock Ownership Plan (“ESOP”) structure. Jim has advised over 175 companies…

As we noted in Part 1, finding people with the right strengths is important to help your business grow and succeed.  As you integrate the right engagement structures to ensure that your people will stay with your company for the long term, we want to explain the importance of onboarding in exit planning. We call…

That is a question many businesses have faced over the years. Today, there are businesses that saw big increases in sales during the early days of the pandemic (2020 – 2021), but 2022 softened and 2023 seems kind of flat. This is especially true in many retail businesses “selling things”. Why? Because many consumers switched…

“Opinions are like boats on the sea of knowledge; while they can guide us, it is important to navigate with caution and consider multiple perspectives.” Are you in the process of evaluating or updating your current website? If so, you’ll soon be drowning in stakeholder feedback. When conducting a site evaluation and content review, it’s…

In my work with family-owned businesses and various enterprises, I’ve observed a recurring theme: the unexpected pitfalls during the acquisition process. And let me tell you, nothing derails a potential deal faster than financial surprises. So, how do you ensure transparency and trust from both sides of the table? The answer lies in a Quality…

During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…

No attention to exit strategy. No attention to value creation. “I am tired, and I want to sell but I don’t know what it’s worth or how to design an exit strategy for selling my business.” We hear this from business owners over, and over again. To sell your company, to make it both sellable and…

Selling Your Business? Recognize the Three Types of Business Buyers Understanding the traits common to each buyer category can help sellers level the playing field in a business sale of any size. In middle-market business sales, the value of the deal and the path to a successful closing are shaped in large part by a…

Tax deferral options on the sale of business or property is always an important consideration.  Structured Installment Sales allow the Seller the opportunity to defer immediate tax obligation by placing any portion of their sale into an IRC Section 453 Structured Installment Sale.  The opportunity to spread tax liabilities and maximize financial returns is remarkable…

The decisions employers make regarding their benefits offerings during this period of economic uncertainty will likely have lasting impacts on their finances, their employees’ expectations, and their ability to attract and retain talent — all of which can affect the organization’s overall health. To ensure continued success, employers should critically evaluate each and every area…

Structured Installment Sales offer a fantastic solution to the tax issues surrounding the sale of business or property.  Approved by the IRS, a Section 453 Structured Installment Sale allows individuals to defer taxes, maximize the sale and secure their financial futures. Take a look at our brochure and visit our website for more information.  We…

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