Financial Poise

How To Find the Right Business Buyer for Your Company

Tags: Business Transition and Exit Planning, Buying a Business, M&A, Selling Your Business, Small Business,

You can sell your business to the right buyer (and avoid major headaches) with a basic understanding of the types of business buyers and where to find them.

Minority and Illiquidity Discounts: What Every Business Owner Should Know

September 16, 2025
/ Business Owners & Executives • Investors
/ By The Financial Poise Editors

Tags: Accounting, Auditing, Taxation, Business Transition and Exit Planning, Buying a Business, Selling Your Business, Small Business, Valuation,

Private company valuations hinge on control and liquidity. Minority and marketability discounts impact taxes, disputes, and deals.

Selecting the Right Valuation Expert

Tags: Business Strategy, Buying a Business, Due Diligence, Selling Your Business, Valuation,

Selecting the right valuation expert for a business interest, asset, or liability can be essential in litigation, transactions, or strategic planning.

Purchase Agreement Essentials: Boilerplate Provisions Terminology

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

Boilerplate provisions may seem like legal fine print, but they can shape the outcome of your M&A deal. Know what they mean and why they matter.

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.

6 Tips for Successfully Pursuing an Acquisition

May 2, 2025
/ Entrepreneurship
/ By Jeremy Waitzman

Tags: Business Strategy, Buying a Business, M&A, Mergers, Acquisitions, Integrations, Valuation,

Thinking about acquiring a business? Learn the six essential steps for a successful acquisition, from planning and negotiation to integration and cost management.

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.

Determining Value — Choosing a Business Appraiser

February 19, 2025
/ Business Owners & Executives
/ By Gary Lotzer

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

To determine your business value, you’ll need a business appraiser. When, why, how, and who do you hire? Let’s break it down.

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

Tags: Business Transition and Exit Planning, Buying a Business, Insurance, M&A, Selling Your Business,

When navigating a business sale it is important to understand purchase agreements, including indemnification and risk allocation provisions.

Articles tagged: Buying a Business