Transition & Transaction Advisory

INSPIRED TO MAKE YOUR NEXT DEAL A GREAT ONE

Empower your transaction with invaluable knowledge and resources.

Empower your transaction with invaluable knowledge and resources.

Handing over the reins of a business, or performing due diligence to acquire one, is no easy task. The goals may seem simple, but different buyers and sellers present different challenges to a fair sale. Transitioning to family or employees could bring tax issues. Third parties or private equity groups require the right diligence. An experienced advisor who knows how to get a deal done is critical.

 

Our team has the experience and resources to make your deal or due diligence as seamless as possible. We've handled it all, from family transfers to large-scale business purchases. Our personal approach puts your goals in the spotlight, and our connections with private equity groups can help put all your options on the table.

Latest Insights

October 22, 2018
Article
While each business owner chases success in his or her own unique way, there are some things nearly all owners have in common. Hard work, determination, a vision of what could be, and the will to make it happen—these are the stock and trade of…
October 15, 2018
Article
You have hired a good mergers and acquisitions (M&A) attorney, identified a business to invest in and you have chosen a company to perform your due diligence work. Everything seems to be on the right path … but, maybe not.
October 14, 2018
Article
When a business engages in a restructure, merger, sale or acquisition of another business, proper planning is vital to obtaining the necessary information to fulfill various tax reporting requirements for the transaction.
October 13, 2018
Article
The simplified method is available only to estates that otherwise have no filing requirement. For many eligible estates, the window for making a late portability election closes on January 2, 2018.
October 12, 2018
Article
Whether you're buying or selling a business understanding your blue sky value is important. This article talks about the multiple factors that go into determining Blue Sky for a business. It gives a sample formula and calculation tool. Since every…
October 12, 2018
Article
We all know those people. You know who I'm talking about. The ones who are so incredibly important that they simply can't make any social function, future commitment or take a vacation. The success of their business, and ultimately their…

Exit Planning: Who's Going to Buy Your Business?

As you and your business mature, you may be starting to think about selling or transferring your business within the next few years. The big question is: who will buy it? You might be surprised at the number of viable options out there – but don’t forget that just as important as finding that right buyer, it’s important to take the necessary steps to get started. Know what your business is worth … and there’s more.

Contacts

Chad M. Flanagan
Chad M. Flanagan
Partner
Amber J. Ferrie
Amber J. Ferrie
Partner
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