Newsletter Archive
Even elite quarterbacks need coordinators to win. Your business transition deserves the same. M&A advisors provide strategic expertise, pattern recognition, and coordination that maximize value. Your "Chief" responsibility—don't leave your exit to chance.
Starting January 2028, S corp owners selling to an ESOP can defer 10% of capital gains through Section 1042—a new benefit from the SECURE 2.0 Act. Learn the math on tax savings, ESOP transaction timelines, costs, and how this compares to management buyouts and strategic sales.
Think you can sell your business solo? Most DIY sellers leave 15-25% on the table. Discover why broker fees often pay for themselves, when going alone makes sense, and the hidden costs that could tank your deal before you even know what hit you.
SBA reinstated guarantee fees for business loans under $1M (2-3% cost increase starting March 27, 2025). The twist? Higher financing costs might boost business sale prices as buyers factor fees into offers—potentially benefiting sellers.
Most business owners destroy value by mixing real estate into business valuations. Smart sellers separate them: adjust to market rent, value each independently, then add together. Result? Higher total value since real estate gets proper multiples, not discounted business rates.
Seller financing can boost your sale price, expand your buyer pool, and let you choose the right successor. The typical sweet spot is financing 5-20% with 5-10 year terms. Work with advisors to structure terms that protect your interests.
