Services: Transaction Advisory
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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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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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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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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.
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Applicable Large Employer
An applicable large employer (ALE) has 50+ full-time or full-time equivalent employees. Learn how to count yours for ACA compliance.
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Buy-Sell Agreement Life Insurance: Choosing a Funding Method
Learn how buy-sell agreement life insurance funds partner buyouts and which funding method best protects your business.
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How Long to Keep Tax Records: What You Can Safely Shred
Learn how long to keep tax records after filing your return. The IRS 3-year rule, what to keep forever, and when it’s safe to…
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Startup Cost Deductions
Startup cost deductions let new business owners write off up to $5,000 in year one, with the rest amortized over 180 months. Learn what…