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Estate and Gift Tax Changes Coming in 2016?
August 4, 2016 / in Business Valuation / by Louis Cionci
New rules would limit the practice of discounting value of minority stakes in family businesses. The Wall Street Journal, Wednesday August 3, 2016, page A3 reported that the U.S. Treasury Department and the IRS are planning to introduce new regulations aimed at estate and gift transfers of closely held family businesses. The new rules would limit the practice of discounting minority stakes in closely held family owned businesses because of restrictions on an owner’s ability …
Add-On Acquisitions are on the Rise
August 3, 2016 / in Exit Planning, Sell a Business / by Jim Leonhard
When developing an exit strategy for your company, we will consider whether Private Equity Groups (PEG’s) would want to acquire it as either a new platform company or as an add-on (also “bolt-on”) to one of their existing portfolio companies. Most small companies are too small or don’t have strong enough management teams to be attractive platform opportunities, however many are strong add-on candidates. According to PitchBook, which tracks the PEG M&A activity in the middle market, the number of add-ons as a percentage of …
Exit Strategies Represents Axis Systems in Sale to H&P Technologies
July 30, 2016 / in News, Sell a Business / by Al Statz
Exit Strategies serves as M&A advisor in industrial automation distributor merger-acquisition. Exit Strategies, Group Inc. is pleased to announce that H&P Technologies and its wholly owned subsidiary Behco, Inc. (www.behco.com) has acquired Xanthus, Inc., doing business as Axis Systems (www.axis-systems.com ) of Auburn Hills, Michigan. Exit Strategies served as exclusive M&A advisor to Axis Systems for this transaction. Established in 1976 by Tim Kline, Axis Systems is a leading supplier of quality automation technology solutions …
What you don’t know about your business name can hurt you.
July 20, 2016 / in Business Strategy / by Al Statz
In my work as an M&A Broker and Business Valuation Expert, I’ve noticed that many business owners don’t understand how their trade names are protected. San Jose attorney David Burgess recently wrote an article addressing common fallacies in this area, which I felt compelled to pass along … 5 FALLACIES ABOUT PROTECTING YOUR BUSINESS NAME by David C. Burgess, Esq. You have worked hard to choose the perfect name for your business. You want to be …
Benefits of Buying an Established Small Business
June 30, 2016 / in Acquire a Business / by Al Statz
So you want to be your own boss ― no superiors, no shareholders, and no board of directors. Consider the options ― you can work as an independent contractor, start your own company, or buy an existing business. Each option has benefits. If you analyze the risks-versus-rewards carefully, you’ll learn what many seasoned entrepreneurs have discovered … the scale tips in favor of purchasing an existing business. Admittedly, as an independent contractor (including sole practitioner professional …
Dental Practice Valuation Insights
June 24, 2016 / in Business Valuation / by Exit Strategies
It seems that every time I value a dental practice the industry has undergone or is going through significant changes. Patients and the medical community are rapidly recognizing dentists as oral health specialists which is expanding the services being offered by the dental industry. The dental professional is looking beyond the mouth. Connections between oral health and whole body health are allowing for more collaboration around sleep problems, oral cancer, facial esthetics, and periodontal health. …
The Federal Reserve and Interest Rates
June 6, 2016 / in Acquire a Business, Sell a Business / by Louis Cionci
The Federal Reserve controls the three tools of monetary policy — open market operations, the discount rate, and reserve requirements. Using the three tools, the Federal Reserve influences the demand for, and supply of, balances that depository institutions hold at Federal Reserve Banks and in this way alters the federal funds rate. Changes in the federal funds rate trigger a chain of events that affect other short-term interest rates, foreign exchange rates, long-term interest rates, …
Exit Strategies Group Adds Kevin Lam to its Team of Senior-Level M&A Advisors
June 1, 2016 / in News / by Al Statz
Exit Strategies Group, Inc., a leading California-based business transaction advisory and valuation firm, today announced the appointment of Kevin-Quang Lam as a Senior M&A Advisor for the company. In this position, Mr. Lam will use his extensive merger and acquisition knowledge and first-hand business ownership experience to guide business owner clients through the entire transaction process. Kevin has completed transactions in a variety of industries and has deep experience with electronics manufacturing and technology companies. He …
A Tax Saving Strategy for C-Corp Sellers
May 31, 2016 / in Exit Planning, Sell a Business / by Jim Leonhard
When selling a C-Corporation, most sellers will want to sell stock while most buyers will want to buy the assets. Selling the stock minimizes the built-in gains (BIG) for sellers that carries a hefty double taxation first at the corporate level and second individually. Buyers wish to buy assets for a number of reasons including loss of future depreciable expenses and potential increased liability. One method to possibly reduce the impact of BIG for some …
5 Strategies to Preserve Core Values during a Business Sale
May 25, 2016 / in Business Strategy, Sell a Business / by Adam Wiskind
For many owners selling their business is not a simple financial transaction, it’s personal. Owners have poured blood, sweat and tears into building a business that is not only profitable but represents their values as individuals. Their businesses become not just their livelihood but their self-worth and connection to some of their most important relationships. The business values and culture are reflected in the everyday interactions with clients, vendors and employees. Often owners live in …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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