Category: Business

For owners looking to sell their business, it can be a daunting and confusing task. Not only the process itself, but hiring the right team can be difficult, especially when one isn’t well versed in the mergers and acquisitions (M&A) industry. There are two main types of firms who sell businesses – business brokers and [...]

What is Key Employee Planning? Key employee planning strategies are designed to align employee incentives with organizational goals, ultimately driving meaningful financial benefits for both parties. In this article, we’ll outline our structured planning process to create a key employee process that includes clarifying objectives, gathering financial and employee insights, and developing financial models to [...]

Many private-equity transactions are structured as an equity purchase (e.g., stock) rather than as a direct asset purchase. Sellers often prefer an equity sale because they expect to receive preferential capital gains treatment on any resulting gain and typically require a gross-up for any ordinary income tax liability on a deemed asset sale. At the [...]