BEATING DOUBLE TAXATION USING PERSONAL GOODWILL
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What should matter most to a seller of a business are the after-tax…
CLARIFYING THE SELLER’S GOALS AND REALISTIC EXPECTATIONS
Sell transactions require open communication between the seller…
STOCK APPRECIATION RIGHTS (SAR) PLAN: REWARDING & RETAINING KEY STAFF IN CONNECTION WITH BUILDING A BUSINESS FOR VALUE OR SALE
Rewarding key personnel is an important element of many Middle…
MERGERS & ACQUISITIONS VALUATIONS
The Rule of Five holds that the Enterprise Value (the cash free,…
THE BABSON COLLEGE SURVEY
The Babson College Survey (http://www.babson.edu/executive-education/thought-leadership/premium/Pages/six-key-trends.aspx),…
THE IMPORTANCE OF THE THREE-PARTY MERGER & ACQUISITION TRANSACTION
Almost all M&A transactions consist of a three-party event:…
NON-DISCLOSURE CONFIDENTIALITY AGREEMENTS, THE ACQUISITION PROFILE AND THE EXECUTIVE SUMMARY
It is most appropriate to have targeted buyers sign a Non-Disclosure…
SO HOW MUCH IS IT WORTH; VALUATION VERSUS VALUE?
Although both methods use the same reference data and terminology,…
HOW SELLER’S WEAKNESSES ARE MADE BUYER OPPORTUNITIES
It is important for the Seller to address Company weaknesses…
THE OFFERING MEMORANDUM: FRAMING THE STORY
The mergers and acquisitions (M&A) sales process begins with…
THE LONE WOLF: A SELLER’S NIGHTMARE
“Having only one buyer is the same as having no buyers,”…
IN THE YEAR 2030… SUCCESSION PLANNING
There are four types of valuations used to understand middle…
STRATEGIZING FOR “THE BIG DANCE”
Having a preliminary valuation performed by a qualified M&A…