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Articles tagged: Business Transition and Exit Planning

A building frame, symbolizing the 5 Legal M&A Deal Structures in business

A Visual Guide to the 5 Legal M&A Deal Structures 

There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?

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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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A prospective businessman inspects a building with purchase agreement essentials in mind.

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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Beach retirement, the outcome of selling your business with representations and warranty insurance

Rep & Warranty 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 woman sits with drink in a coconut, glad that her business has shed its owner dependence

Reaching Graduate Level: Eliminating Owner Dependence

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

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

Asset Sale vs Share Sale: Which Seller Approach Should You Choose?

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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An antique cash register, symbolizing business valuation methods

3 Approaches to Business Valuation Methods

Are you valuing your business for a transition, taxes or even litigation? The reason for your valuation will determine the business valuation methods you use. 

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A couple clinks cocktails on a beach, signifying successful retirement planning through the financial process

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. 

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An exit sign on a highway, symbolizing that business owners should not wait to sell their company

Don’t Wait to Sell the Company

A business owner refused to sell the company amidst a changing market and growing debt. Here’s why waiting too long to sell hurt his business exit. 

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A happy employee at his desk, whose company has invested in him

Investing in People: Upgrade Your Company’s Engine

Will investing in your employees increase productivity and drive growth? Or will training employees drain resources that will be lost when they leave?

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