SELLING PRIVATELY HELD BUSINESSES


–SINCE 1982–

Rob Amerine

Proactive Tax and Transition Planning

Ideally your advisor can work with you to implement strategies to mitigate taxes without negatively impacting the value of your business. The use of retirement accounts is an example of that type of planning, as part of the valuation process involves recasting financial statements and tax returns. By developing a paper trail of legitimate deductions, …

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The Timing of Selling A Business

With the advent of Labor Day and the end of the summer vacation season, we typically see an increase in buyer activity as people and businesses focus on completing transactions before the end of the year. Many business owner’s underestimate the time that it may take to sell a business. This month’s featured article addresses …

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Monthly Update – August 2019

eNewsletter August 2019 Featured Clients this issue: **Details of each client below article – Commercial Vehicle Maintenance and Repair #1718 – Outdoor Adventure Sports Outfitter #1518 – Healthy Restaurant/Franchise Concept #1219 As summer winds down and the kids head off to school, at my office we are preparing for the post Labor Day increase in new …

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Monthly Update – July 2019

eNewsletter July 2019 Featured Clients this issue: **Details of each client below article – Staffing & Recruiting Business #1119 – Full-Service Provider of Electronic Systems #1118 – Two Highly Profitable Fitness Centers #318/418 This month’s article is written by our Team Member, Scott Densmore, and addresses the tricky issue of a potential sale of a business …

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Monthly Update – June 2019

eNewsletter June 2019 Featured Clients this issue: **Details of each client below article – Plumbing & HVAC Business #719 – Sports Pub with Real Estate #1318 – Top-Rated Fitness Franchise in Great Location #619 Our featured article this month is a continuation of our glossary of M&A terms. Most of our Buyers that contact us either …

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Monthly Update – May 2019

eNewsletter May 2019 Featured Clients this issue: **Details of each client below article – Recreational Facility Construction Contractor #319 – Top-Ranked Financial Services Franchise #1019 – B2B Value-Added Distributor #1618 THE IMPORTANCE OF CONFIDENTIALITY   Most entrepreneurs considering the sale of their company have a legitimate concern about keeping a potential sale confidential from employees, competitors, …

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