Resources

Biden tax plans could accelerate M&A

Posted on March 13th, 2021

Any business owner contemplating an exit in the next few years should consider how potential tax changes could reduce their net proceeds from a sale. If Biden’s tax plans come to fruition, the capital gains tax rate could effectively double, from 20% to 39.6% for income exceeding $1 million

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Valuing a Small Business – Determining Its Earning Potential

Posted on March 9th, 2021

Learn more about what to look for in the financial documents when valuing a small business in order to determine its earning potential for you in the future!

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SBA to Cover Six Months Payments on New Loans

Posted on March 1st, 2021

As part of the Economic Aid Act that passed in December, the Small Business Administration will make borrowers’ payments for six months on new SBA 7(a) and 504 real estate and micro-loan programs.  

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Common Mistakes Business Owners Make Ft. Scott Bushkie - Video

Posted on February 25th, 2021

Do you have an EXIT STRATEGY?

Among the most common mistakes business owners make, whether they been in business for years or are a new entrepreneur, is failing to have an exit strategy. Scott Bushkie was recently a featured guest on ExitReadiness Podcast to share his insights on this common mistake as well as other items that may kill a deal or prove costly. Listen and learn what you should be doing to prepare.

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What to Look for In Small Business Financial Documents

Posted on February 10th, 2021

If you’re considering selling your small business, review these documents and information. Preparing solid financials will help determine a fair asking price.

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M&A buyers may need to move quickly in 2021

Posted on January 31st, 2021

One year ago, buyers were looking for talent. Every company we talked to was up against the same problem – there was so much opportunity to be had, but none of the employees to make it happen. It’s amazing how much can change in year.

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Documents and Information Required for Selling a Business

Posted on January 20th, 2021

If you’re considering selling your small business, review these documents and information. Preparing solid financials will help determine a fair asking price.

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Looming tax changes could accelerate M&A

Posted on January 18th, 2021

President-elect Joe Biden has made it clear that corporate tax rates, and taxes on high net worth individuals, will increase under his administration. Just how many of those plans will come to fruition, and how quickly, is unknown.

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Congress Agrees on $900 Billion Coronavirus Relief Bill – What’s In It for Small Business

Posted on January 17th, 2021

On December 27, 2020, the Consolidated Appropriations Act, 2021 (HR 133) was signed into law by President Trump. This $2.3 trillion spending bill combines a $1.4 trillion Omnibus appropriations bill for the 2021 fiscal year and $900 billion for COVID-19 relief in the United States

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When COVID is the “next buyer’s” problem

Posted on January 9th, 2021

As we continue to take companies to market during COVID, we’re asking new questions about business response plans and resilience. It’s been interesting to see the different attitudes and approaches

 

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