Articles

By Al Danto Psychology has and always will continue to play a major role in the M&A process. The entrepreneur who takes the time to understand a prospective buyer’s fears, both rational and irrational, stands to significantly increase the value of their transaction. This is one of the biggest challenges to the entrepreneur. Having run […]

Building success through the sharing of information. By Steve Mariani Although I have written many articles surrounding the high net worth individual, lending views have changed over the years. Today I’ll discuss the current market conditions for these potential buyers and it’s all good news. We start by reviewing the actual rule of eligibility/liquidity for […]

By Scott Bushkie Supply chain issues are a big concern for businesses right now. Forced shutdowns, crisis forecasting, labor issues, and logistics all played (or are still playing) a part in the current shortages. Business has not snapped back to normal. Managing the supply demand imbalance will be a tricky problem for at least the […]

When buying or selling a company, it is important to recognize and understand the intricacies within a merger or acquisition in order to circumvent potential issues prior to closing.  Those familiar with mergers and acquisitions (M&A) understand the importance of key transactional aspects within M&A transactions such as the letter of intent, due diligence, purchase […]

By Cheryl Aschenbrener, National Leader and Partner, Transaction Advisory Services Original Content To say that 2020 was an unusual year is an understatement. Especially within the transaction world, where it left more questions than answers, like: How do buyers and sellers treat 2020 numbers in the valuation process? In more normal times, an appraiser would […]

The Confidential Information Memorandum, or CIM, is widely used as a marketing tool when raising debt or equity capital, selling healthy or distressed businesses or refinancing existing debt. A CIM is like the big brother to a one-page investor summary, or the more commonly used term, teaser. Colloquially, a CIM is also often referred to […]

Family businesses are the heartbeat of the US economy. Their contribution to the nation’s GDP, job creation and employment are unmatched. Indeed, 35% of the Fortune 500 companies are family businesses, but those companies have beat the odds. According to the Family Firms Institute, 70% of family business will not survive to the second generation […]

The IRS reminded taxpayers of the home office deduction rules during Small Business Week and urged individuals to consider taking the home office deduction if they qualify.   Who qualifies for the deduction?  The home office deduction is available to qualifying self-employed taxpayers, independent contractors and those working in the gig economy.  However, the Tax Cuts […]

With travel restrictions, portfolio companies in crisis mode, and a very skittish global economy, now is certainly not the time for investors and acquirers to focus on M&A. …or is it? While the idea of doing deals right now might seem daunting, not to mention logistically challenging (how exactly do you conduct on-site diligence in […]

There are three different types of procrastination that we see today.  First is classic procrastination which is the act of consciously delaying what we know we should be doing:   I come home from the office at night and I have a stack of bills on the kitchen counter that need to be paid. I’m tired […]