November 6, 2017

10 M&A Considerations (Part One)

We have posted blogs recently about the importance of seeking expert help when undertaking M&A. It is also important to get a basic understanding of […]
October 16, 2016

Stock Redemption Strategy When Selling Your Business

Today we’ll discuss a proper stock redemption strategy. A corporate redemption of stock, a purchase of stock can be used to transition stock in the […]
January 4, 2016

Avoiding M&A Transaction Risks

During an M&A transaction, sellers are – essentially – placing themselves and their business at risk. The moment a seller has his/her first first discussion with […]
December 6, 2015

How to Make Your Business More Valuable by Becoming a Passive Owner

One of the most important steps you can take to increase the value of your company is take on a more passive role. When you’re […]
November 8, 2015

Boosting Business Value with Long-Term Customer Contracts

Some businesses are able to secure long term contracts that ensure continued revenue streams far into the future. If we begin with the business exit […]
April 9, 2014

Compensation Equity Transfers

Suppose Steve and Betty have concluded that it makes sense to start transferring to Dave a larger share of the company’s equity as part of […]
February 17, 2014

M&A: Stock Cross-Purchase Strategy

A cross purchase is similar to redemption with one big twist. The purchaser of the parent’s stock is another shareholder individual, not the corporation. In […]
February 10, 2014

Corporate Stock Transfer Strategies

The plan design for successfully transitioning business wealth from one generation to another usually includes a program for transferring stock to other family members while […]
January 26, 2014

Small Business Transition Timing

Timing is a critical element in the design of any transition plan, especially with family-owned businesses. The temperament and anxieties of the parent can impact […]
January 19, 2014

Exit Planning: Marital Deduction

Smart use of the marital deduction is essential in the design of most exit plans. It’s the tool that eliminates any estate tax bite on […]