Exit Strategies Insights

Industry insights, knowledge base and announcements for business owners and professional advisors

Exit Planning Insights

Expiration of $5.12 Million Gift Tax Exemption Presents Unique Gifting Opportunity

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 55% and the exemption amount to $1 million, effective January 1, 2013. It is uncertain what, if anything, Congress will …

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October 25th Seminar: Maximizing the Value of Your Business

In this fast-paced workshop, business owners learn … Valuation basics Factors that increase enterprise value and marketability Steps to developing your exit strategy Steps in a proven M&A selling process Current market conditions and trends Tax implications and impending changes Answers to many common questions that owners have This is essential information for private business owners who wish to sell in the next 1-5 years.  It is not too early to plan the successful exit …

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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 the buyer (borrower) and the business being purchased.  Here are 10 things lenders look for when evaluating a loan request …

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October 27th “Maximize the Value of Your Business” Seminar Announced

Exit Strategies announces the next in its series of executive briefings for business owners. At this candid, fast-paced workshop, business owners will learn … Valuation basics & 20 ways to build enterprise value Preparing a successful exit strategy Market conditions and trends Tax advantages of selling in the next 15 months Steps in a successful M&A sale process Answers to common questions When:    Thursday, October 27th, 5:00 to 7:30 pm Where:   Petaluma, California Cost:      Free of charge …

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Famed Investor: References to EBITDA make us shudder …

… does management think the tooth fairy pays for capital expenditures? Article Published December 6, 2010 — North Bay Business Journal This title is a quote from Warren Buffett’s letter to shareholders in Berkshire Hathaway’s 2000 annual report. EBITDA (earnings before interest, taxes, depreciation and amortization) is a good financial metric to use in analyzing, comparing and valuing companies, but, as business owners and investors, we need to understand its limitations. EBITDA is one of several …

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Five Phases of the Business Sale Process

Article originally published on August 21, 2010 — North Bay Business Journal Remember the story about the chicken and pig that walk past a diner advertising “bacon and eggs” for breakfast? The chicken enthusiastically endorses the menu. The pig replies, “For you it’s all in a day’s work. For me it’s total commitment!” Most company owners already understand that selling a business on their terms requires commitment to a cohesive process. Others try and fail …

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