Business owners who are considering selling their company and have charitable intentions can implement a few strategies to make the transaction tax efficient. One strategy often overlooked is donating shares of the company to charity before the sale.
Selling a business can move quickly once buyers lean in. Momentum is easiest to keep when information is easy to find and easy to trust. A well-organized data room, which is a secure online folder where sellers share key documents with potential buyers, does more than respond to diligence requests, which are detailed follow up questions buyers ask as they evaluate the business.
Most business owners only encounter Hart-Scott-Rodino (HSR) after a transaction is already underway—when timing pressure is highest and surprises are most costly. In this article, we discuss the process and implications of the HSR Act on business transactions.
If you are thinking about selling your business, your financials matter more than ever. Buyers want to clearly understand how much revenue and earnings your business generates and whether today’s performance will continue in the future. A Quality of Earnings (QoE) report directly addresses those questions.
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.