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Importance of a Proper Valuation before Offering a Business for Sale
November 9, 2013 / in Business Valuation, Exit Planning, Sell a Business / by Bob Altieri
Lately I’ve been spending a lot of time working on an acquisition search for a client, and in this process I found many business offerings that were priced far too high and several that were under-priced. From a buyer and seller perspective, overpricing is a massive waste of time. At the other extreme, when price is set too low, seller’s leave hard-earned money on the table. Both situations can easily be avoided by obtaining a proper business …
IRS Requires Qualified Appraisals from Qualified Appraisers
November 6, 2013 / in Business Valuation / by Al Statz
Taxpayers should be aware and tax practitioners must know that Internal Revenue Service regulations for filing of estate and gift tax returns and charitable contributions involving business interests worth more than $5,000 require a qualified (business) appraisal by a qualified (business) appraiser. How do our friends at the IRS define these terms you ask? Please read on … The IRS defines a qualified appraisal as an appraisal report that: is made, signed and dated by a qualified appraiser …
Want a successful merger or acquisitions? Put an M&A advisor on your board.
November 1, 2013 / in Business Strategy, Sell a Business / by Al Statz
Companies planning a merger or acquisition would do well to have an investment banker (M&A advisor) on their board of directors. A new study from the University of Iowa found that firms with an investment banker on their boards of directors pursue mergers and acquisitions more often. Moreover, those firms perform better after the acquisition has been completed than firms that don’t have investment bankers on their boards. Read the full article.
Roy Martinez Adds CVA Business Valuation Credential
October 19, 2013 / in News / by Al Statz
Last month our colleague J. Roy Martinez completed the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted only to qualified individuals with considerable training and experience in the field of business valuation. CVA recipients must meet rigorous standards of professionalism, expertise, objectivity and integrity in the field of business valuation and related consulting disciplines. Congratulations Roy! At Exit Strategies, we …
Engagement Review: Valuation for Partnership Dispute
October 3, 2013 / in Business Valuation / by Roy Martinez
Recently, Exit Strategies was engaged to perform a business valuation to resolve a dispute between partners in an Environmental Consulting Firm. Facts and Circumstances There were four equal partners (LLC members in this case). The firm’s business model had evolved over the years in response to changing market conditions, and the owners’ objective was to have one of the partners leave the firm and have the remaining partners acquire the equity of the departing partner. …
Al Statz Earns Accredited Senior Appraiser in Business Valuation (ASA) Credential
September 30, 2013 / in News / by Al Statz
September 30, 2013 (Reston, VA) – The American Society of Appraisers (ASA) is pleased to announce the accreditation of Petaluma, California based Al Statz. Mr. Statz has completed the Society’s appraisal designation program, which is the industry’s most vigorous and difficult designation to achieve. Al’s accomplishment has earned him the right to bear the “ASA” credentials as a mark of his success. He joins less than 5,000 fellow experts around the world who have earned …
Exit Strategies Opens Sacramento Valley Office
September 23, 2013 / in News / by Al Statz
After 12 years serving Northern California business owners, Exit Strategies Group, Inc. is planting its flag in the Sacramento Valley. Seasoned professionals Jim Leonhard and Bob Altieri will open the firm’s new Roseville office on October 1st. This new location is an important step for us in serving a growing number of Sacramento area M&A clients, as more baby boomer business owners seek retirement after the recent recession. It will also play a key role …
Thinking of Selling Your Business? Don’t Let Built-In Gains Tax Surprise You.
September 10, 2013 / in Exit Planning, Sell a Business / by Al Statz
I was recently asked by “Chester” to help him sell the $10 million service company he founded 24 years ago. Chester, who is 65 years old, has had some health concerns and wants to travel the world with his wife Margie. Two of his competitors have been acquired in the past 3 years by strategic buyers. His business is doing well and he thinks the time is right to sell. In Chester’s industry, almost all …
Jim Leonhard Earns CVA Valuation Credential
September 3, 2013 / in News / by Al Statz
Today I want to congratulate our associate Jim Leonhard, CVA, MBA, for recently completing the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted to qualified individuals with considerable experience in the field of business valuation. The CVA designation is an indication to the business, professional, and legal communities that recipients have met rigorous standards of professionalism, expertise, objectivity, and …
Reducing Cost of Capital in a Small Business Acquisition
August 27, 2013 / in Acquire a Business / by Bob Altieri
Small Business Administration (SBA) guaranteed loans are widely recognized as one of the only reliable sources of third-party funding for small privately-held business acquisitions (up to $5 million), but do you know how this benefits the borrower’s cost of capital? Very few small business transactions are completed in which the buyer pays all cash. This is not just because most people don’t have a big pile of cash lying around; it’s also because financial leverage …
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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