A Lease Can Make or Break a Business Deal
The transferability of a commercial property lease can have a direct impact on the potential sale of a brick and mortar business enterprise. Most commercial leases contain restrictions on the tenant’s power to freely transfer or assign the interest in a lease. These restrictions are necessary for the protection of the landlord, providing assurance that […]
Why You Should Know the True Value of your Business
The most common time to know the value of your business is when businesses are sold and ownership changes hands. As an owner, you might be retiring from business due to failing health, divorce or other family changes and you want to know the value of your business to get a fair price. Another motive […]
Does Your M&A Advisor have a Stamp of Approval?
When choosing a business broker, M&A advisor, investment banker or transaction intermediary to sell your company it’s wise to consider their professional designations. Having one or more designations from the right professional organization provides validation that the individual is committed to his or her craft and has sufficient experience to manage a complex sale transaction. […]
August 21st Seminar: How and When to Exit Your Business for Maximum Value
Are you considering retirement or exiting ownership and wondering if you’re going about it the best way? Will your business sell for maximum value? Please join us for an exclusive, limited-seating breakfast seminar in Roseville on Tuesday August 21, 2018 for business owners contemplating their exit. Learn the ins and outs of successful exit strategies […]
The Skinny on Valuation Report Options
The most common types of business valuation reports are: Detailed, Summary and Calculation of Value reports.* Detailed and Summary valuation reports can only result from a full valuation analysis, not a limited scope analysis. A Summary report covers the same topics as a Detailed report but does not contain the same level of detail. For […]
Avoid These 6 Common Deal Breakers in the Business Sale Process
Finding a willing buyer for your business is worth celebrating, briefly. In my experience, a majority of owner-negotiated “deals” fall apart before reaching the closing table. In this post I will discuss several common deal breakers that I’ve seen, mostly involving differing expectations and poor preparation, and how you can avoid them. But first I […]
Go on Vacation … An exit strategy for small business owners
Do you plan to sell your business in 1-3 years? 3-5 years? 5-10 years? If so, here’s a simple preparedness test. Take a vacation! Ask yourself, “What would happen to my business if I left for a 3-week vacation?” Some scenarios: Business grinds to a halt. Since you do most of the work yourself, when […]
Exit Strategies Advises on Sale of Valley Inventory Services, California’s Leading Independent Inventory Services Provider
Exit Strategies Group, a California-based M&A transaction advisory firm, acted as exclusive advisor to Valley Inventory Service, Inc. on its recent sale to private investors. Terms of sale will not be disclosed. Founded in 1972, VIS is the leading regional physical inventory service provider in California. VIS serves supermarkets, retail stores, pharmacies, distribution centers, wineries […]
Recent Changes to the SBA 7(a) Loan Program for Business Acquisition Financing
SBA 7(a) loans are a popular type of financing for small business acquisitions. These loans go up to $5,000,000 and can be used to buy a business, real estate or equipment. Several changes to the SBA 7(a) program became effective in 2018 that are worth noting. Some of those changes include: Lower down payment. Required […]
Can I Sell My Business (C Corp Stock) Tax Free?
In some cases yes! Congress has long realized that investment in small businesses is an important driver of the U.S. economy. Back in 1993, to incentivize investors, they developed a rule that eliminates federal income tax on some (later revised to all) of the gain on the sale of certain C Corporation stock issued after […]