Services: Transaction Advisory
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Goodwill Impairment Test
The goodwill impairment test now follows a simplified one-step process under FASB’s ASU 2017-04. Learn how the change works and what it means for…
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Audit Readiness: How to Prepare Your Business for a Smooth
Achieve audit readiness by organizing documents, reviewing past adjustments, and anticipating your CPA’s requests so fieldwork runs on schedule.
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Business Succession Planning and Estate Planning
Business succession planning and estate planning serve different purposes. Aligning both protects your company, your family, and your legacy.
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Estate Planning for Business Owners: Succession Goals
Estate planning for business owners starts with succession goals. Learn how recapitalization and voting shares help transfer wealth.
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Leveraged Recapitalization: Liquidity Without Selling
A leveraged recapitalization lets owners access liquidity without a full sale. Learn how PE partnerships and management buyouts work.
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Asset Sale vs Stock Sale
Asset sale vs stock sale in M&A depends on whether your business is a C corp or S corp. Learn how entity type affects…
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How to Make a Distressed Acquisition Profitable
A distressed acquisition can yield strong returns when you find fixable problems, perform rigorous due diligence, and execute a turnaround plan.
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Business Valuation Methods That Resolve M&A Pricing Gaps
Learn how business valuation methods, including DCF, asset-based, and market approaches, help resolve pricing discrepancies in M&A deals.
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Family Business Succession Planning: Avoid a Struggle
Family business succession planning prevents heir conflicts by addressing ownership transfer, buyout funding, and estate division early.
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M&A Due Diligence Pitfalls: Deal Obstacles to Anticipate
M&A due diligence is where most deals collapse. Learn the common obstacles buyers and sellers face and how to prevent them.