January 10, 2018

Congressional Tax Bill and Its Impact on Private Equity Investing

This is not tax or accounting advice and is meant for informational purposes only.  On the 13th December 2017, the Republican-controlled House gave its final […]
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 […]
August 17, 2014

409a Valuation Methods

In a liquidity event everyone wants to know how big their slice of the pie is, especially when stock options have been issued to incentivize […]
July 4, 2014

How Do I Sell a Business? Consider an ESOP

It can be hard for a private business owner to find the best way to exit, and rightfully so. There are pros and cons to […]
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 18, 2014

Key Considerations Help Determine Transaction Structure

If a merger or acquisition is in your future, be sure you take into account some key considerations before entering negotiations with the other party. […]
October 18, 2013

Phasing Out of the Business Without Selling Out of the Business

At some juncture, the owners of the business reach a point where it’s time to slow down to pass the baton to a new leader, […]
October 10, 2013

A Primer on Small Business Taxes

The objective of this article is to provide some helpful observations on an important planning topic – the tax game: basic tax information that all […]
July 29, 2013

Tax Implications of Spin-offs

Under Section 355 of the Internal Revenue Code (IRC), spin-offs are usually considered tax-free. In other words, no taxable event is recognized by the parent […]
July 22, 2013

Statutory Mergers: A Reorganization

Stock issued as part of the purchase price of a business can, if structured correctly, be considered a tax-free reorganization under Section 368(a)(1)(A). When qualified […]