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Dental Practice Valuation Insights
June 24, 2016 / in Business Valuation / by Exit Strategies
It seems that every time I value a dental practice the industry has undergone or is going through significant changes. Patients and the medical community are rapidly recognizing dentists as oral health specialists which is expanding the services being offered by the dental industry. The dental professional is looking beyond the mouth. Connections between oral health and whole body health are allowing for more collaboration around sleep problems, oral cancer, facial esthetics, and periodontal health. …
The Federal Reserve and Interest Rates
June 6, 2016 / in Acquire a Business, Sell a Business / by Louis Cionci
The Federal Reserve controls the three tools of monetary policy — open market operations, the discount rate, and reserve requirements. Using the three tools, the Federal Reserve influences the demand for, and supply of, balances that depository institutions hold at Federal Reserve Banks and in this way alters the federal funds rate. Changes in the federal funds rate trigger a chain of events that affect other short-term interest rates, foreign exchange rates, long-term interest rates, …
Exit Strategies Group Adds Kevin Lam to its Team of Senior-Level M&A Advisors
June 1, 2016 / in News / by Al Statz
Exit Strategies Group, Inc., a leading California-based business transaction advisory and valuation firm, today announced the appointment of Kevin-Quang Lam as a Senior M&A Advisor for the company. In this position, Mr. Lam will use his extensive merger and acquisition knowledge and first-hand business ownership experience to guide business owner clients through the entire transaction process. Kevin has completed transactions in a variety of industries and has deep experience with electronics manufacturing and technology companies. He …
A Tax Saving Strategy for C-Corp Sellers
May 31, 2016 / in Exit Planning, Sell a Business / by Jim Leonhard
When selling a C-Corporation, most sellers will want to sell stock while most buyers will want to buy the assets. Selling the stock minimizes the built-in gains (BIG) for sellers that carries a hefty double taxation first at the corporate level and second individually. Buyers wish to buy assets for a number of reasons including loss of future depreciable expenses and potential increased liability. One method to possibly reduce the impact of BIG for some …
5 Strategies to Preserve Core Values during a Business Sale
May 25, 2016 / in Business Strategy, Sell a Business / by Adam Wiskind
For many owners selling their business is not a simple financial transaction, it’s personal. Owners have poured blood, sweat and tears into building a business that is not only profitable but represents their values as individuals. Their businesses become not just their livelihood but their self-worth and connection to some of their most important relationships. The business values and culture are reflected in the everyday interactions with clients, vendors and employees. Often owners live in …
What are the benefits of a Confidential Information Memorandum?
May 6, 2016 / in Acquire a Business, Sell a Business / by Al Statz
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 about CIM’s and explains how they improve sale process outcomes. Who receives the CIM and when? Buyers receive a CIM …
Risk and its Effect on Enterprise Value
March 31, 2016 / in Business Valuation, Exit Planning / by Exit Strategies
Investors have choices in how to allocate their investment dollars across the risk and return spectrum. Whether it be bonds, public company equity, or private company equity, an astute investor will evaluate the risk of return and expect to be compensated according to this risk. Business valuation, whether for public or private companies, has three key variables: growth, profit margins, and risk. Growth and profit margins are more easily understood by most business owners and …
Business Valuation and M&A Services for Estates and Trusts
March 9, 2016 / in Business Valuation, Exit Planning / by Al Statz
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, charitable donations, buy-sell transactions and succession planning. We value fractional interests in operating companies and asset holding companies using appropriate …
Welcome News for Business Owners: Five-Year Built-in Gains Tax Recognition Period Permanently Extended
March 2, 2016 / in Exit Planning, Sell a Business / by Al Statz
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 business. C-corporation owners face a “double tax”, where gains on a sale of assets are taxed at the corporate level …
Think Like a Buyer
February 24, 2016 / in Exit Planning, Sell a Business / by Roy Martinez
Entrepreneurs spend their entire career thinking like an owner. They don’t need to pay any attention to the value of their business. They may have a vague notion of its value based on anecdotal industry revenue or profit multiples that they heard bandied about at an industry conference they went to years ago in Orlando. But, at the end of the day, during the operating years, what is important to an entrepreneur is the bottom …
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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