Tag: In-house Analysis

To remain competitive in today’s dynamic market, most business owners prioritize sustainable and profitable growth. While corporate planning, innovation, and market adaptation are critical, long-term success hinges on transparency, ethical leadership, and building a solid organizational infrastructure, which are core tenets that cultivate a culture of success. As business owners contemplate strategic alternatives, these elements can significantly influence valuation and attract investor confidence.

At Crewe Capital, we’ve advised on dozens of successful transactions across the country, and one issue consistently shows up in diligence—sales tax compliance. For companies doing business in multiple states, it’s not just a box to check. Getting this wrong can cost real money at the closing table.

Selling a business represents a significant decision for any business owner, often embodying the culmination of years, if not decades, of hard work and dedication. As owners approach a potential sale, one of the most pressing questions beyond valuation or deal structure is understanding what their involvement will be once a transaction is complete.

Selling a business represents a significant decision for any business owner, often embodying the culmination of years, if not decades, of hard work and dedication. As owners approach a potential sale, one of the most pressing questions beyond valuation or deal structure is understanding what their involvement will be once a transaction is complete.

In middle-market mergers and acquisitions (M&A), earnouts have become an increasingly popular mechanism for structuring transactions. This contingent payment arrangement, in which a portion of the purchase price is linked to the future performance of the selling company, offers benefits to both buyers and sellers, especially in uncertain economic conditions.

Initially conceived by the Economic Innovation Group (EIG) and formally established by the Tax Cuts and Jobs Act of 2017 (TCJA), Opportunity Zones serve as an economic development initiative enabling investors to channel capital into underserved areas across the United States.

When selling a business, one of the most frequently asked questions is, “What can I do to maximize the sale price of my business?” While every business is unique, certain characteristics consistently drive higher valuations.

Deciding to sell a private business is one of the most significant choices a business owner will ever face. This is particularly true for those in the lower middle market, where businesses typically range in value from $5 million to $100 million. The stakes are high, and the process can often be complex. However, a well-crafted exit plan can help maximize the business’s value, mitigate risks, and ensure a smooth transition to the owner’s next chapter—be it retirement, a new venture, or simply reaping the benefits of their hard work.

For business owners looking to sell their company, there are more factors to consider than simply finding the right buyer at the right price. To accomplish a successful transaction, goals should be set to define what success is.

For business owners looking to sell their company, there are more factors to consider than simply finding the right buyer at the right price. To accomplish a successful transaction, goals should be set to define what success is.