M&A
Financial Services
A Variety of Corporate Financing Options
Explore a range of corporate financing options beyond loans and venture capital, including how to match funding sources to your company's stage, cash flow, and
February 1, 2014Insights
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
Business and Operations
Small Business Transition Timing
Explores how timing affects small business transition plans, including the three key planning phases and how family dynamics influence the pace of ownership
January 26, 2014M&A
Business and Operations
Mergers and Acquisitions: Each Require Unique Consideration
Mergers and acquisitions require distinct approaches to valuation, liability, and deal structure. Learn the key differences to consider before pursuing either
January 25, 2014M&A
Tax Strategy
Exit Planning: Marital Deduction
Learn how the marital deduction and QTIP trusts eliminate estate tax at the first spouse's death, and why most business owners defer taxes until the surviving
January 19, 2014M&A
Business and Operations
Key Considerations Help Determine Transaction Structure
Structuring an M&A transaction involves weighing stock purchases, asset sales, and mergers against tax, liability, and third-party consent considerations on
January 18, 2014M&A
Business and Operations
Understanding How Merger Momentum Impacts Your Business Decisions
Learn how a merger-friendly market environment should inform—but not solely drive—a business sale decision, and what other qualitative and strategic factors
January 10, 2014M&A
Business and Operations
Analyze Exit Strategies to Map Your Company's Future
Compare the five main business exit strategy categories, including lifestyle companies, acquisitions, and succession plans, to chart the right path for your
January 9, 2014M&A
Business and Operations
Life Insurance Structuring for a Business Sale
Life insurance planning plays a critical role in family business transitions. Learn how to structure policies so proceeds remain outside taxable estates during
January 5, 2014M&A
Opinion
Entrepreneurs vs. Politicians
Compare the economic and social impact of entrepreneurs versus politicians, and examine why small businesses often drive community development and job growth
January 4, 2014M&A
Valuation
Business Valuation and Expert Disappearing Acts
IRS fair market value standards for closely held business interests regularly trigger disputes. Explore how expert valuation disagreements arise in tax
December 28, 2013M&A
Business and Operations
Succession Planning for the Next Generation
Guides family business owners and advisors through the challenges of transitioning a profitable company to the next generation, covering deal structures
December 21, 2013M&A
Tax Strategy
S-Corporation: Tax Implications
S-Corporation taxation differs significantly from C-Corp rules. Understand eligibility requirements, shareholder limitations, and tax implications before
December 16, 2013M&A
Tax Strategy
C-Corporation Tax Traps
The Accumulated Earnings Tax and other C-Corporation tax traps can create costly surprises. Learn how to identify and avoid the penalties that target excessive
December 9, 2013M&A
Business and Operations
When Ready to Deal, Remember These Four Principles
Master four core negotiation principles that help both buyers and sellers reach better M&A outcomes by balancing self-interest with strategic flexibility and
December 6, 2013M&A
Tax Strategy
C-Corporation Benefits
C-Corporations offer unique advantages including tax-free reorganizations, stock-for-stock mergers, and strategic acquisition structures that can minimize
December 2, 2013M&A
Tax Strategy
C-Corporations: Tax Implications
C-Corporations file their own tax returns and pay taxes independently of owners. Learn how C-corp and S-corp tax structures differ and when each applies to
November 25, 2013M&A
Personal Growth Career
Developing a Smart Spending Plan
Build financial discipline through a structured spending plan. This guide covers budgeting fundamentals, savings habits, and the personal finance decisions
November 14, 2013M&A
Business and Operations
What are the Limited Liability benefits of a Corporation
Understand the limited liability protections a corporate structure provides shareholders, directors, and officers, and where those protections have legal
November 10, 2013M&A
Compliance Risk Management
Does the state of incorporation matter?
Choosing a state of incorporation affects the corporate laws governing your business. Learn how default rules vary by state and why Delaware remains the
November 7, 2013M&A
Personal Growth Career
Developing a Long-term Savings Plan
Start building capital early. This guide walks young professionals and couples through the principles of long-term savings, capital formation, and financial
November 7, 2013M&A
Compliance Risk Management
What are the key corporate documents?
Learn which corporate documents are legally required when forming and operating a corporation, from articles of incorporation and bylaws to shareholder
November 6, 2013M&A
Technology Software Development
Why SaaS is My Favorite Business Model
SaaS stands out among business models for its recurring revenue, scalability, and capital efficiency. Learn why SaaS metrics make it a compelling investment
November 5, 2013M&A
Business and Operations
Who Are the Key Corporate Players?
Corporations operate through defined roles including incorporators, directors, officers, and registered agents. This guide explains the authority and
November 5, 2013M&A
Tax Strategy
How are corporations taxed?
Understand the key differences between C Corporation and S Corporation tax treatment, including how each structure affects owner income, dividends, and federal
November 3, 2013