Services: Transaction Advisory
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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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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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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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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…
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Qualified Small Business Stock: Section 1202 Tax Benefits
Qualified small business stock under Section 1202 lets investors exclude up to 100% of capital gains. Learn QSBS eligibility and 2026 strategies.
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Buy Sell Agreement: Why Every Business Owner Needs One
A buy sell agreement protects business owners when an owner dies, retires, or leaves. Learn how to structure, value, and fund yours.
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Accounting Firm Merger: Pease CPAs and Proper & Associates
Pease CPAs and Proper & Associates complete an accounting firm merger in Cleveland, expanding services across two offices with 60+ staff.
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Mergers and Acquisitions for Distributors: A Guide
Learn how mergers and acquisitions for distributors work, from due diligence to tax strategy, with expert CPA advice.