M&A
Developing a Smart Spending Plan
The objective here is to provide some helpful observations on a few important business and personal planning topics: How to develop and maintain a smart spending…
November 14, 2013Insights
M&A insights & market research
Perspective on valuation, deal structure, and sector dynamics across the middle market — written for founders, owners, and investors.
M&A
What are the Limited Liability benefits of a Corporation
Limited liability is often trumpeted as a supreme benefit of a corporation. If the corporations defaults on a contractor loan, the agreed creditor cannot go after…
November 10, 2013M&A
Does the state of incorporation matter?
The state in which a corporation is organized is an important consideration, but what really matters most are the impacts of the particular state corporate law that…
November 7, 2013M&A
Developing a Long-term Savings Plan
So many opportunities and dreams are lost and just never happened because there is no means, no capital, no way to finance the change or take a risk. The notion…
November 7, 2013M&A
What are the key corporate documents?
A corporation is formed by delivering a charter document called the articles of incorporation to the appropriate state authority and paying the appropriate fees.…
November 6, 2013M&A
Why SaaS is My Favorite Business Model
I've dabbled -- in some cases quite heavily -- into a number of varied and crazy business models over the last several years. Some of the virtually-based, others…
November 5, 2013M&A
Who Are the Key Corporate Players?
A corporation must act through human beings who wear various hats and are given various degrees of authority to act for and on behalf o the corporation. Here�s a…
November 5, 2013M&A
How are corporations taxed?
When it comes to federal income taxes, there are usually two tax options for any closely held corporation. It can be what is called a regular C Corporation or it…
November 3, 2013M&A
Avoiding Acquisition Pitfalls: Stick to the Basics
Acquiring the right business can expand market share, diversify product or service offerings, improve distribution, and enhance sales and profits.Yet at the same…
October 25, 2013M&A
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, a successor in the wings anxious to run…
October 18, 2013M&A
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 couples should…
October 10, 2013M&A
Why Are Securities Laws Such a Big Deal?
When it comes time to line up capital for a new corporate enterprise, often the key questions are: How much do we need? From whom can we get it? Many business…
September 30, 2013M&A
What buyout triggers should be structured into the buy-sell agreement?
The buy-out triggers are those events that trigger one party�s right or obligation to buy the stock of another party under the agreement. The most common triggers…
September 30, 2013M&A
A Primer on Corporations
The bulk of America�s business is conducted through corporations. Some estimate the number is as high 84% of all business. There are numerous public corporations �…
September 30, 2013M&A
Common Misconceptions About Start-ups and Capital Raising
There are many misconceptions about fundraising that can get in the way of the business itself. The challenge is to spot and eradicate these misconceptions before…
September 24, 2013M&A
Benefits of Timely Spin-outs
Here's a brief, fictional scenario that's worth noting. John�s proprietary product development activities open up a new market outside of the major brands that his…
September 15, 2013M&A
Four Myths About Employment Agreements--And a Few Other Helpful Tid-Bits
In this article I would like to share some of the basic insights on the use of employment agreements � a tough challenge for many business owners. �Don�t need them!…
September 14, 2013M&A
Will the business survive?: 7 Leading Indicators
Specific business indicators can be analyzed to determine whether a business is a good candidate for surviving another generation. Some business are better suited…
September 9, 2013M&A
Outline for Business Interview Discussion for M&A by Industry
Distributors Trends in industry that need to be considered Consolidation of Distributors Growth of buyer groups Direct sales by manufacturers Growth of value-added…
September 5, 2013M&A
Transparent Business Valuations: Recycling & Reengineering the Data
The ways and means to obtain credible business valuations are nearly as numerous as the types of businesses themselves. When it comes to the valuation�s audience,…
September 3, 2013M&A
Blind Profiles: A Few Considerations
Is it just me, or are there new private equity �funds� cropping up on a weekly basis? With public and personal balance sheets awash with capital, is it any wonder…
September 3, 2013M&A
Reps and Warranties for Buying and Selling Businesses
As a business transaction progresses, getting into the weeds on some of the details relative to deal-closing can become a hassle, especially if either party has…
September 2, 2013M&A
M&A Deal Closing Speed: Why Some Deals Often Take Longer than Others
Motivation to close without delay when both buyer and seller are in agreement that an acquisition or merger should proceed is idyllic. In fact, any due diligence…
August 31, 2013M&A
Functions of the Acquisition Agreement
In my experience, consummating the deal is highly binary in nature. That is, it either goes very smoothly or it becomes costly, time-consuming and altogether…
August 30, 2013