Articles – Mergers / Acquisitions


2023-10-06T00:50:26-10:00October 6th, 2023|Articles - Mergers / Acquisitions|

SURVEY REPORT Q2 2023 The quarterly IBBA and M&A Source Market Pulse Survey was created to gain an accurate understanding of the market conditions for businesses being sold in Main Street (values $0-$2MM) and the lower middle market (values $2MM -$50MM). View the full report here


2021-07-01T21:44:28-10:00July 1st, 2021|Articles - Mergers / Acquisitions|

While retirement still leads as the number one reason sellers go to market, burnout jumped as a leading reason 27% of sellers went to market. The number of sellers citing health issues (15%) is also higher than previous surveys, suggesting the pandemic has taken a heavy toll on business owners. In addition, 7% of sellers

How to establish the proper multiple of SDE and justify the valuation.

2021-01-29T02:54:53-10:00January 29th, 2021|Articles - Mergers / Acquisitions|

Justifying your small business valuation is crucial. There is a substantial amount of real world comparable data available from both Pratt Stats and Biz Comps. This data in addition to over twenty years experience provide us with a real world indication of the market value of a business as a multiple of seller’s discretionary earnings

Section 1202: A Big Deal for Small Business

2020-09-02T19:40:40-10:00September 2nd, 2020|Articles - Mergers / Acquisitions|

By Matthew E. Rappaport, Falcon Rappaport & Berkman PLLC, New York, NY, and Caryn I. Friedman, Ernst & Young LLP, Washington, DC Section 1202 was enacted in 1993 as an incentive for taxpayers to start and invest in certain small businesses.1 Currently, the statute provides an exclusion from income for any gain from the

Market Pulse | Q4 2019 by IBBA and M&A Source

2020-03-13T02:03:42-10:00March 13th, 2020|Articles - Mergers / Acquisitions|

MARKET PULSE Q4 2019: SPONSORED BY IBBA AND M&A SOURCE Market Outlook Positive for 2020 Valuations for small and medium businesses held strong in 2019, remaining at or above market peaks. In the past year, median multiples never varied more than 0.2 points in any market sector, and Q4 2019 ended on par with

Success to Significance: Starting a New Future after the Business Exit

2019-09-06T22:32:27-10:00September 6th, 2019|Articles - Mergers / Acquisitions|

By Laura Malone, CAP®,CEPA, VP-Corporate/Complex Giving American Endowment Foundation The scenario may be familiar. A business owner arrives at their financial advisor’s office looking to exit their business, but unsure how to get the most financial benefit from that exit. A topic that both the business owner and financial advisor often miss out on

The Battle of Basis – Is Your Representation Equipped to Come Out On Top?

2018-11-27T01:35:03-10:00November 27th, 2018|Articles - Mergers / Acquisitions|

Published By The Center for Financial , Legal & Tax Planning, Inc. Roman A. Basi, President of The Center, is an Attorney, CPA, Real Estate Broker, and Title Insurance Agent. Roman speaks and advises The Center’s clientele on such matters as Business Law, Succession, Estate & Tax Planning and Real Estate. Dr. Bart A. Basi,

Tip For Maximizing Business Value

2018-03-06T03:07:24-10:00February 27th, 2018|Articles - Mergers / Acquisitions, Articles - Statewide|

Tip #25 Burying excessive personal expenses in the business financials can lower business value! The most popular method of valuing a business uses a multiple of earnings over a period of years. Business owners should be aware of that while attempting to reduce the bottom line with personal expenses to minimize taxes. Though there are

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