Tag: business consulting

Sell or Hold? Many owners start their business with an end goal in mind. They anticipate growing the company over the years with the assumption that, when the time is right, they would sell the company to family, other partners, or to a third party. However, as the years pass and retirement comes closer into [...]

Selling your business externally to a 3rd party buyer/investor, more often than not, yields the highest value. It is a common strategy among business owners who are looking to diversify their personal financial risk and those who recognize that “going it alone” is no longer a long-term aspiration. The process of taking your business to [...]

The labels “Private Equity Buyer” and “Strategic Buyer” are frequently brought up when contemplating prospective buyers for a business. Both have their advantages and disadvantages but, depending on the details of the deal, a sale to one or the other has important implications, both in valuation and in deal structure. A competent investment bank will [...]

It’s estimated that approximately half of all business sales fall apart during the due diligence phase[1]. This can be demoralizing for a seller that has spent countless resources on positioning the company for sale, polishing the marketing materials, and negotiating the Letter of Intent. The transaction process takes an abrupt turn when the parties enter [...]

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 [...]