Financial Poise

You Wouldn’t Build a Building Without a Blueprint: Don’t Draft an Agreement Without a Term Sheet

Tags: Business Law, Business Leadership, Business Management, Business Transition and Exit Planning, Selling Your Business,

Legal work is often undervalued compared to tangible assets like buildings, but engaging your attorney to draft term sheets can be vital for your business.

It’s Never Too Early To Start Leadership Succession Planning

Tags: Business Leadership, Business Management, Business Transition and Exit Planning, Leadership, Professional Development,

Leadership succession planning should not wait until the business needs a shake up. Develop talent and leaders in good times and bad.

Corporations Are Facing a Succession Crisis: Not at the Top, but With Knowledge Workers Who Keep the Business Moving

Tags: Business Leadership, Business Management, Business Transition and Exit Planning, Culture, HR,

Corporations are facing a succession crisis, and it is not just at the top. These departures represent an unprecedented exodus of experience and knowledge from the American workforce.

When Does an Asset Acquisition Become a De Facto Merger?

Tags: Business Law, Business Transition and Exit Planning, Buying a Business, Mergers, Acquisitions, Integrations, Selling Your Business,

Explore the nuances of the de facto merger doctrine, successor liabilities, and strategies to mitigate risks in asset purchase agreements, including the use of M&A insurance.

Maximizing the Value of a Company’s Intangible Assets

May 5, 2025
/ Business Owners & Executives • Entrepreneurship
/ By David Peress and Richelle Kalnit

Tags: Business Transition and Exit Planning, Intellectual Property, M&A, Selling Your Business, Valuation,

A company’s intangible assets can be successfully marketed, independent of tangible assets, when a business is for sale, attracting both strategic and financial buyers

What’s It Worth? Valuing a Business for Sale

Tags: Business Strategy, Business Transition and Exit Planning, Buying a Business, Selling Your Business, Valuation,

Valuing a business is useful, if not necessary, in many circumstances including when a business is seeking a bank loan or preparing for a sale or acquisition.

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

Tags: Business Transition and Exit Planning, Buying a Business, Intellectual Property, Mergers, Acquisitions, Integrations, Selling Your Business,

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.