We got your attention! Right? As a business owner, there are good reasons to keep your records clean. Many of our past newsletters/blogs have focused on the success of business owners selling their businesses and how accurate financial statements played a major role. Since the financial statements and tax returns of those businesses were accurate, […]
Fairly often, we get approached to assist in a transaction that is already well down the road. Certain agreements have been made, and expectations are set. In many instances a buyer and seller have a relationship by virtue of being an existing customer, family member, friend, or partner. Over time the two sides have come […]
The theory over the past decade has been that baby-boomer business owners were going to be reaching retirement age soon and that there would be more activity coming on the Mergers and Acquisitions front. We are finding that this is becoming a reality as our list of engagements and sales are really growing. A survey […]
Under-reporting your business income. It is a strategy employed by many business owners to reduce their tax burden. You’ve probably heard one of our Apex Business Advisors talk about how this strategy will also negatively impact the value of your business. But, a recently indicted Business Owner took this strategy to an extreme (allegedly). It’s […]
“Nearly half of the 799 small-business owners surveyed in August by The Wall Street Journal and Vistage International, an executive-mentoring organization, expect to retire after age 65, with 38% saying that their planned retirement date is later than they had predicted five years ago. In addition, 56% said most of their retirement nest egg is […]
Many people have a dream of improving on their: status, financial stability, self-worth, career satisfaction, and wealth by owning their own business. Rather than working for others and conceding to the daily grind, they take control of their future. They can make their own decisions. Others may want to advance their existing business by expanding […]
As was mentioned on the last blog, there has been a bit of uncertainty and nervous energy focused on the fiscal cliff. Well,the cliff was averted for most people, and the wealthy weren’t guillotined. The stock market responded favorably. Since the new laws were made permanent we can now focus tax planning… This article from […]
With the last of our deals getting done on December 28th, it’s time to look past the fiscal cliff craziness to the deals that are in the works for 2013. There has been a recent surge of business owners that are now prepared to sell – for various reasons: Some were sellers who had focused […]
This comes from a recent success. We had been engaged in conversations with this particular seller for a year or so. We knew he was getting ready to sell and that he had already been in a conversation with a potential buyer. As we established a relationship with the seller and learned more about his […]
There are a few options for a business owner who wants to retire. Selling the business to an employee or group of employees is one of those options. This may seem like the easiest way to transition, but the seller should still have professional assistance to make sure the sale is successful and the future […]
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