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 […]
As a professional advisors we all have habits, standards, rules and regulations that direct much of our daily activities. It’s important that we constantly reexamine our preconceptions, processes and practices to avoid stale thinking. It’s easy to default to accepted dogma that might be hindering our work. This isn’t to say everyone needs to be […]
One of the exit strategies available to company owners is called a recapitalization, or “recap”. In a recapitalization, an investor (usually a private equity firm) purchases an equity interest in your company using a combination of cash and debt financing. They expect to grow the company and earn an attractive return on their cash investment […]
Exit Strategies recently sold California-based ExpressPCB, North America’s leading supplier of custom printed circuit boards for prototyping and low volume production. Founded in 1998, ExpressPCB pioneered the market for quick-turn circuit boards using proprietary electronics design software and one-click ordering. For Sunstone Circuits, an Oregon-based printed circuit board fabricator, the acquisition is synergistic and accretive. […]
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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