Mergers and acquisitions

A stay bonus provides an incentive for an employee to remain with the company after a sale. They’re designed to protect the company in times of change. Recognize that a business transition can create a lot of uncertainty and anxiety for employees. Some managers may wonder if they’ll be let go after a sale. Or,…

Benchmarking benefits plans during a M&A acquisition in the middle market can provide several advantages, including: Identify cost savings opportunities: By comparing benefits plans with industry benchmarks, it is possible to identify cost savings opportunities that can help optimize benefit plans and reduce overall costs. Ensure competitive benefits: Benchmarking can help ensure that the benefits…

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 transactions happen in a more condensed time frame than ever, all parties are rushed to perform proper due diligence. Don’t let a merger or acquisition void your insurance coverage, The following…

Good morning Jack, Sometimes you have good conversations but not too many are great ones.  I thoroughly enjoyed yesterday’s call and it is unusual to find someone who has a track record and the competence that you display as it relates to your practice. Please let me know how you would like to proceed as…

Program produced by XPX South Florida. This is XPX South Florida’s final installment of a six-part “Lunch and Learn” series where they explore the exit planning strategies to be employed by a middle market company from the attorney’s perspective. Featured are three seasoned attorneys from South Florida who describe the various obstacles they have overcome…

The topics of Timing and Preparing to Sell a Business have come up in recent conversations. Below is an actual email I sent to a business owner that might be helpful as you communicate with prospective clients. This was sent as a follow-up to our meeting (identifying info removed). “One additional thought to consider as…

PRESS RELEASE – SOLD – Sara Burden and Walden Businesses, Inc. is pleased to announce its client, AF&S Products & Services, Inc., completed a successful sale to McMaverick, Inc., dba Apex Solutions. Walden initiated this transaction and acted as advisor to the seller. AF&S Products & Services, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB)…

The long-predicted seller tsunami is coming. Business owners ahead of the trend will be positioned to take advantage of the positive market conditions. Let Walden provide the leadership and exit strategy that will help you net the most. READ Why Boomer Business Owners Should Watch M&A Cycles – https://waldenbus.com/wp-content/uploads/2022/08/Business-Owners-Should-Watch-MA-Cycles-1.pdf Business-Owners-Should-Watch-MA-Cycles

Date: August 19, 2022 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Free Link to Meet Author: Dr. Shameen Prashantham In Gorillas Can Dance, distinguished international business strategy professor and expert Dr. Shameen Prashantham delivers a proven roadmap for large corporations collaborating with startups. Drawing on over a decade of international research, Dr. Prashantham…

Program produced by XPX Charlotte. This is the 5th of 5 programs focusing on strategies to improve the value of business enterprises prior to a planned exit, and the 10th in our case study series. Business value is predicated largely on expectations for future cash flow, and strategic acquisitions may be an important tool to…

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Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article titled “The Benefits of Revocable Trusts in Estate Planning” in the Spring 2023 issue of the Pennsylvania CPA Journal for The Pennsylvania Institute of Certified Public Accountants (PICPA). As revocable trusts become increasingly common in…

Date: March 31, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Jackie Insinger This is a book about brilliance. Brilliance in all aspects of our experience as leaders: our relationships, our talent, our performance, our outlook. Brilliance in our work, which is amplified…

RSG is excited to announce our new workshop titled “Professionalizing the Family Business,” which is initially available to MA-based family businesses.  Generous state funding is available since our workshop is approved through the MA Workforce Training Fund – specifically the Express Program. If you have existing MA clients or others in your network that might…

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