Articles – Mergers / Acquisitions

Section 1202: A Big Deal for Small Business

2020-09-02T19:40:40+00:00September 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+00:00March 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+00:00September 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+00:00November 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+00:00February 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

Why Businesses Do Not Sell

2018-03-06T03:07:39+00:00December 7th, 2017|Articles - Mergers / Acquisitions|

Why Businesses Do Not Sell By: Michael Fekkes M&AMI, CBI, CEPA ENLIGN – Tennessee Director It would be nice to live in a world where every business-for-sale was sold at top dollar. While there is no such thing as a perfect business free from all defects, there are a number of problems that can hinder

Funding a Start-Up With a 401(k) or IRA

2018-03-06T03:07:55+00:00August 12th, 2017|Articles - Mergers / Acquisitions|

By Kelly Spors Updated Feb. 13, 2007 11:59 p.m. ET Q: I've heard different opinions about investing IRA or 401(k) assets to fund a start-up business. Can it be done without paying taxes and penalty on the invested amount? A: Cashing out a traditional 401(k) or individual retirement account to fund a business will trigger

The #1 Thing Private Equity Investors Look for in a Company

2018-03-06T03:07:58+00:00July 18th, 2017|Articles - Mergers / Acquisitions|

By Meghan Daniels, Axial | July 13, 2017 A recent study by Harvard Business School found that up to half of venture capitalists rely more on gut instinct than financial metrics when making investment decisions. Among other findings, the study reported: 9% of all VCs and 17% of early-stage VCs use zero financial metrics Nearly

Add Backs From a Private Equity Group’s Perspective

2018-03-06T03:08:02+00:00June 28th, 2017|Articles - Mergers / Acquisitions|

Editor’s Note:  This article is the copyrighted property of The FBB Group, LTD.® and is published by The M&A Source with written consent of The FBB Group, LTD.® Cash flow means different things to different people.  Or, put a different way, different entities will use different proxies for cash flow depending on what matters most

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