Should You Consider Using an Investment Bank to Sell Your Company?

Jesse Mitchell

If you are considering selling your company, a primary objective will be getting the highest possible value. If you haven’t sold a company before, or aren’t familiar with the process, you might not understand exactly what investment bankers do or how they add value. Here we highlight the primary responsibilities of an investment banker and how they could potentially help maximize the sales price of your company.

Business Sale Transaction Structure: Minimizing Tax Liability through an F-Reorganization

Kris Yamano

As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest transactions of your life. One such strategy to evaluate is the F-Reorganization, a tax-efficient method of merging corporations. Read on as we learn more about the basics of an F-Reorganization and discuss some of the pros and cons of this strategy.

Maximizing Your Philanthropic Impact

Don Evans

Each type of charitable giving vehicle has its own advantages and limitations. Each donor has different circumstances, goals, and objectives. Knowing the landscape of charitable giving will better help you to find the best fit for your next planned charitable gift.

Five Ways to Increase the Selling Price of Your Business

Michael Bennett

By focusing on these five categories, you can make your business stand out and also may decrease the perception of risk, which could lead to greater interest from the market and potentially a higher sales price.

Qualified Small Business Stock (QSBS)

Megan Slatter

with proper planning, using QSBS could save someone millions of dollars in taxes. This article highlights some common pitfalls a company should be aware of, but it is not an exhaustive list and should not be relied on for legal or tax advice. Consulting with a professional is vital to get the best guidance on this valuable but complex tax benefit.

529 Rollover to Roth IRA

Marshall Nelson

Section 126 of SECURE Act 2.0 has created the new ability for a portion of unused funds in a 529 account to be rolled over into a Roth IRA.

SECURE Act 2.0

Kris Yamano

SECURE Act 2.0 seeks to build on the original SECURE Act of 2019 by providing additional retirement planning flexibility and more options for Americans to save for their own retirement. Some provisions may have an immediate impact on your retirement strategy – here is a summary of several of the key changes:

When selling your business, should you structure the sale as an Asset Sale or a Stock Sale?

Michael Bennett

When selling your business, one of the first issues that is likely to come up is whether to structure the sale as an asset sale or a stock sale. These are the two primary structures for selling a business, and the differences can have significant consequences for you as a seller.

Dissecting the Process of Selling a Middle-Market Company

Michael Bennett

In the first post of our three-part series on the sale process for a middle-market company, we focused on the strategic perspective, discussing how to optimize revenue, and quality of earnings given the constraints of a firm’s business model. The second post then delved into how a business needs to identify important house-cleaning actions, including accounting, financial, operational, and legal to prepare for a sale.

The next step is going to market.

How a Middle Market Company Can prepare for Sale

How a Middle-Market Company Can Prepare for a Sale

Michael Bennett

Because selling a business requires extensive preparation, starting the process early will help provide the best opportunity for a successful outcome.