Entries by Al Statz

Why 2012 May be the Year to Sell Your Business

Article Published January 3, 2012 — North Bay Business Journal Historically, business transactions escalate when taxes are expected to change, as sellers and buyers try to capitalize on favorable rates. It is safe to assume that the U.S. will soon have to raise taxes on businesses and individuals, so retirement-age business owners looking to maximize […]

2012 Sonoma County Backroad Challenge Century Ride Announced

Yes, this is a business blog, but we want you to know about the annual Sonoma County Backroad Challenge on May 19, 2012 in Petaluma. Cyclists of all levels can enjoy spectacular Sonoma County backroad scenery on one of three fully-supported rides (100 miles, 100 Km and 50 Km) ranging from leisurely to grueling. The Backroad Fest at Lagunitas […]

Small Business Acquisition Financing: What Lenders Want

In ten years of selling private businesses, financial leverage has consistently been one of the key success factors in expanding the pool of buyers and closing deals. Fortunately for business owners, the SBA loan guaranty program is an excellent funding source for deals up to $5MM. And, lenders are lending now. A lender analyzes both […]

Valuations for SBA Business Acquisition Loans

Determining the value of a business is a key aspect of an SBA lender’s underwriting process for loan applications involving a business acquisition (change of ownership). According to SBA Standard Oprating Procedure 50-10-5(c), paragragh (i), page 179, for all business acquisition loans over $350,000, or whenever a buyer and seller have a close relationship, the lender must obtain […]

Exit Strategies Joins National Business Valuation Group

Exit Strategies has joined forces with National Business Valuation Group, LLC, a consortium of independent business valuation and litigation support firms that have affiliated in order to provide clients with highest quality  professional expertise.  The relationship between offices allows each firm to provide its clients with technical, database, industry, geographic and consulting expertise that would […]

Should we use a business sale escrow? What does an escrow holder do?

A client recently asked me these questions, and I thought the answers would make a good blog post … A business sale/purchase escrow holder protects the interests of buyers and sellers of small businesses by acting as a neutral independent fiduciary, communications link and closing facilitator. Escrows are used extensively by business transaction attorneys and […]

See You on the Other Side

Is a smooth transition possible when acquiring a business? I was was recently interviewed on this subject for the May 2011 issue of Entrepreneur Magazine … Q:    I’ve started talks with a company’s owner to acquire her business. How do I make sure my first days as the new owner go … well, is smoothly asking […]

Sonoma County Backroad Challenge Century Ride * May 21, 2011

The Petaluma Sunrise Rotary Foundation will host its annual Sonoma County Backroad Challenge cycling event on May 21, 2011. We invite you to ride and we invite your company or club to field a team of riders. 100 Km and 50 Km rides start and end at Lagunitas Brewery where there will be a post-ride meal, […]

Does Size Matter in Business Valuation?

As a business broker I hear lots of interesting comments and questions about the value of businesses. Recently a business owner said to me, “Peet’s Coffee, (Nasdaq:PEET) trades for 20 times earnings, so should I be able to sell my Mike’s Coffee Company for that?” It’s a great question. Besides brand recognition and the liquidity […]