We are now several years into the introduction of accredited investor equity crowdfunding. The results, failures and successes of this new form of financing could be considered the ultimate "mixed bag." Unfortunately, the stark differences between some of the nuanced structures of crowdfunding preclude anyone...
Corporate recapitalizations can be a beneficial tool used by business owners seeking capital. The structure, source and uses of the funds can be as unique and varied as the businesses themselves. Recapitalizations are typically funded using both debt and equity. Today’s liquid private markets include...
Each businesses with which we work has a different tail that wags the proverbial dog. Some companies operate with a very small client-base with sky-high margins, while others work in the arena of razor-thin, making up for the lack of margin by building a scalable...
Acquiring the right business can expand market share, diversify product or service offerings, improve distribution, and enhance sales and profits.Yet at the same time, a business acquisition can carry a substantial amount of risk that even seasoned business owners can fail to adequately address in...
Specific business indicators can be analyzed to determine whether a business is a good candidate for surviving another generation. Some business are better suited for a transition strategy than others. It’s usually helpful to test the business against a variety of different indicators. Obviously, if...
One diversification strategy to take some risk and money off the table and out of the business is to perform a piecemeal stock sale. In this instance, a business owner is converting non-liquid stock within the business into either cash or interest-bearing debt not tied...
Avoiding taxable events by corporate structuring is and always should be part of the strategy of business sales and divestitures. In most instances, when assets change hands someone is taxed. Certain corporate structuring options allow for tax avoidance and other favorable terms for the business...
Business diversification will always need to include some accounting for tax. Truly diversified companies will always consider the tax implications of their M&A activity and overall business strategy. C-corporations seeking a way to shelter more from the government, avoid taxes and further diversify should take...