Insights
Understanding Taxes in the Sale of Your Business

A Practical Guide for Business Owners IMPORTANT DISCLAIMER This guide provides general educational information about tax considerations in business sales. It is not legal or tax advice and should not be relied upon as such. Every business sale is unique, and tax laws change frequently. You must consult with qualified tax and legal advisors before…
When Valuations Miss the Mark

How Owners Can Tell Paper Value from Market Reality For business owners considering a sale, the gap between a valuation report and real buyer behavior can be substantial and costly. That gap often doesn’t become clear until buyers weigh in. Business valuations are powerful tools. They can help owners understand what they’ve built, plan for…
Market Reality Checklist for Business Owners

Is Your Valuation Market-Ready? A 10-Minute Self-Audit Before you rely on a valuation report, take ten minutes to see whether your expectations align with today’s market. Answer honestly. Recent Results: Is Performance Telling the Right Story? Revenues and EBITDA stable or rising over the last 12–24 months? If declining, do you have a documented turnaround…
Preparing for Business Sales with Consistent Inventory Verification

Why Inventory Verification Matters in a Business Sale Most small business transactions are structured as cash-free, debt-free deals that require the seller to include a normalized level of working capital to sustain the current revenues post-closing. The most significant elements of working capital are receivables, inventory, and payables, with inventory frequently being the largest component….
Managing Inventory When Selling Your Business

Managing inventory is one of the most overlooked steps when preparing a business for sale. Here’s what distributors and manufacturers need to know. For most distributors and many manufacturers, inventory represents a major component of their assets and figures prominently in operating profit calculations. When considering selling your business, managing inventory becomes crucial. Too often,…
You Are Ready to Sell Your Business, But Are Your Partners Ready?

What You and Your Partners Need to Consider Before Selling Your Business When multiple partners own and run a business, getting everyone to agree on day-to-day decisions isn’t always easy. Getting partners to decide when to sell the company and on what terms can be challenging and even confrontational. To avoid confrontation and ensure…
