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Articles tagged: Business Transition and Exit Planning

two puzzle pieces poised to connect, representing a de facto merger

When Does an Asset Acquisition Become a De Facto Merger?

Asset acquisitions are presumed to be free and clear of claims against the seller. But liabilities can pass to the buyer, resulting in a de facto merger.

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boilerplate sections

Purchase Agreement Essentials – Boilerplate Provisions Terminology

In a purchase agreement, boilerplate provisions clarify the terms of the contract, who has contractual rights and how disputes are handled.

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reps & warranties

Reps & Warranties Insurance: How Does it Protect the Sale Process?

Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.

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A business closed sign, symbolizing the sale of a business through a share sale or an asset sale

Asset Sale or Share Sale: Which Seller Approach Should You Use?

An asset sale and a share sale have different implications for buyer and seller regarding taxes, liabilities and more. Learn the pros and cons of each.

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financial planning for retirement

Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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ESOP: Tax Advantages of an Employee Stock Ownership Plan

Employee Retirements Staked on Company Success An ESOP, or employee stock ownership plan, offers a range of benefits for a sponsor company and its owners and employees. As a qualified […]

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letter of intent

Letter of Intent: The First Step Toward Purchase

The letter of intent to purchase or acquire a business is the first step in the M&A process. As a seller, these are the terms to look for in an LOI.

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Understanding the Purchase Agreement and Risk Allocation Provisions An Essential Overview

Understanding the Purchase Agreement and Risk Allocation Provisions: An Essential Overview

Whether you are buying or selling a business, the best way to limit your liability is to understand the risk allocation provisions of your Purchase Agreement.

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Strategic vs. Financial Buyers Distinctive Ways of Acquiring Businesses

Strategic vs. Financial Buyers: Distinctive Ways of Acquiring Businesses

As a business owner who is considering selling their business, you should take time to carefully understand the types of buyers, whether they are strategic or financial, in order to get the best outcome.

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How to Assist Board Members with Signs of Dementia 

How to Assist Board Members with Signs of Dementia 

How do you approach someone in your business who is showing signs of dementia? You want to handle the situation carefully and to the best of your abilities. This article offers some advice so you can avoid making mistakes when faced with a difficult situation.

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