Today I want to congratulate our associate Jim Leonhard, CVA, MBA, for recently completing the certification process with the National Association of Certified Valuators and Analysts (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted to qualified individuals with considerable experience in the field of business valuation. The CVA designation is […]
I was recently asked about Exit Strategies’ role as business appraisers and M&A advisors in estates, estate planning and trust administration. Here was my answer … Business Valuation (a.k.a. Appraisal) As business valuation experts, we provide fair market value appraisals of closely-held corporations, FLPs and LLCs for estate planning, gifting, estate tax, charitable donations, buy-sell […]
In successful M&A deals involving substantial synergies, the deal price usually falls in the range between the standalone fair market value of the target business and that value plus the full value of potential synergies. Value of potential synergies? Increased value (over and above fair market value) to a strategic buyer, involves synergies between the acquired […]
Excerpted from KONE Corporation press release, July 2013: KONE has acquired the San Francisco-based business of Empire Elevator Co., Inc., an independent elevator company. Empire has operated in the attractive Bay Area market since 1978 under the capable leadership of President Bruce Moore, who will join the combined KONE team in a key role. “The […]
This article introduces the two fundamental methods of transferring a 100% interest in a private business, a) an “Asset Sale” and b) a “Stock Sale”. Asset Sales account for more than 90% of small business transactions. By small I am thinking of businesses with up to $10 million in revenue. Asset Sales In an Asset […]
On March 23, 2013, Al Statz of Exit Strategies presented an advanced workshop – Valuation of Lower Middle Market Companies – at the California Associate of Business Brokers (CABB) annual productivity conference. The workshop focused on … How finance theory relates to M&A transactions Appropriate benefit streams, normalization adjustments, valuation methods, rate of return Transaction […]
Again this year, Exit Strategies will support the Sonoma County Backroad Challenge ride, which will take place on May 18, 2013 in Petaluma, California, one day before the Amgen Tour of California’s OVERALL FINISH next door in Santa Rosa. Visiting cyclists have a rare opportunity to experience the beauty of Sonoma County backroads and the thrill of the Tour of […]
During the early morning hours of Tuesday January 1, 2013, the Senate passed a bill that had been heralded and, in some quarters, groused about throughout the preceding day. By a vote of 89 to 8, the chamber approved the American Taxpayer Relief Act, H.R. 8, which embodied an agreement that had been hammered out […]
Here is a link to a recent Inc. Magazine article titled “Selling Your Company: 7 Things You Need to Know”, written by a middle-market investment banker. A quick read, the article provides practical insights into the business sale process.
As a result of the tax cuts enacted under former President George W. Bush and extended under President Barack Obama, the estate and gift tax currently is set at a maximum rate of 35% with a $5.12 million exemption amount. But unless Congress takes action, the maximum estate and gift tax rate will revert to […]
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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