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Articles tagged: Business Transition and Exit Planning

monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

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a small business owner cuts cloth and working hours in semi-retirement

Small Business Transitions: Semi Retirement for Entrepreneurs

Before small business owner Jan can improve her life and work balance and enter semi retirement, she must prepare her business to run independently.

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Someone's hand signs a business sale contract after finding the perfect business buyer

How to Find the Right Business Buyer for Your Company

What kind of business buyer should you approach to sell your business? Find out where to meet financial, strategic and operator buyers.

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A white sale tag, representing purchase and sale agreements and terms of sale

The Purchase Agreement Essentials – Business Deal ‘Terms of Sale’

The terms of sale are the heart of the purchase and sale agreement. They define what is being purchased, how much it costs and how payment will be made.

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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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