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.

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

Purchase Agreements, Positive Covenants, and Restrictive Covenants in M&A Transactions

Tags: Due Diligence, Intellectual Property, M&A, Mergers, Acquisitions, Integrations, Selling Your Business,

Covenants in M&A deals ensure a smooth transition. Learn how restrictive and positive covenants protect both buyers and sellers.

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.

The Benefits of an ESOP Transaction for the Seller and Company

March 21, 2025
/ Entrepreneurship
/ By David Solomon

Tags: Business Transition and Exit Planning, HR, M&A, Selling Your Business, Stocks,

ESOP transactions can benefit both the seller and the company by providing tax advantages, flexible deal structures, and stronger employee retention.

How To Pick an Investment Banker

Tags: Business Transition and Exit Planning, Due Diligence, Financial Services, Selling Your Business, Small Business,

Most business owners understand that hiring an investment banker is essential when selling their business, but many need help deciding who to hire.

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

Tags: Business Transition and Exit Planning, Family Business, Financial Management, Selling Your Business, Small Business,

Reps and Warranties Insurance is a specialty insurance product that covers the seller if the business or the sale agreement is misrepresented to the buyer.

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.

Articles tagged: Selling Your Business