In my work as an M&A Broker and Business Valuation Expert, I’ve noticed that many business owners don’t understand how their trade names are protected. San Jose attorney David Burgess recently wrote an article addressing common fallacies in this area, which I felt compelled to pass along … 5 FALLACIES ABOUT PROTECTING YOUR BUSINESS NAME by […]
So you want to be your own boss ― no superiors, no shareholders, and no board of directors. Consider the options ― you can work as an independent contractor, start your own company, or buy an existing business. Each option has benefits. If you analyze the risks-versus-rewards carefully, you’ll learn what many seasoned entrepreneurs have discovered […]
Exit Strategies Group, Inc., a leading California-based business transaction advisory and valuation firm, today announced the appointment of Kevin-Quang Lam as a Senior M&A Advisor for the company. In this position, Mr. Lam will use his extensive merger and acquisition knowledge and first-hand business ownership experience to guide business owner clients through the entire transaction […]
One of the critical documents used in the business sale process is the Confidential Information Memorandum or “CIM.” Other names for this document are pitchbook, deal book, offering memorandum and confidential business review. A CIM tells the target company’s story and lays out important facts and figures for prospective buyers. This article answers common questions […]
This article takes a look at the various situations in which trusts and estates (those that hold private business interests) need business valuation or M&A brokerage services. Business Valuation Services Our firm, Exit Strategies Group, regularly provides fair market value appraisals (a.k.a. valuations) of closely-held corporations, FLPs and LLCs for estate planning, gifting, estate tax, […]
The Protecting Americans from Tax Hikes Act (PATH), enacted in December, makes selling a business easier for some. Since most sales of SME’s will be asset (versus stock) sales, double tax for C-corp owners and built-in gain tax (currently 35 percent federal) for owners of recently converted S-corps are very real impediments to selling a […]
Exit Strategies is pleased to announce the sale of Redwood City-based Advanced Components Technology, Inc., a contract manufacturer of precision sheet metal enclosures, machined parts and electro-mechanical assemblies to medical equipment, automotive, defense, lighting and instrumentation OEM’s operating in Silicon Valley. ACT has been a preferred supplier to Keysight Technologies, HP and Agilent for many years, and is a Tier 1 supplier […]
Deciding how and when to retire is one of the toughest decisions in a business owner’s life. Selling to a strategic buyer, investment group or management team represents the culmination of years of hard work and investment. Going to market when the owner is personally prepared, and the business is ready, and market conditions are […]
The Wall Street Journal published an article this month titled “The Missing Boom in Small-Business Sales — An expected rush in sales of small firms by the baby boomer generation has yet to materialize.” The article points out that despite predictions that a flood of private businesses would be coming up for sale as baby boomers reach […]
When: September 22, 2015 Where: San Rafael, California Host: CalCPA San Francisco-Marin Discussion Group As baby boomer owners and shareholders of privately-held businesses reach retirement age and get serious about exiting ownership, they face many new questions and challenges and turn to their professional advisors, often their CPA, for solutions. Based on his experience helping over […]
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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