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Transaction brokers create competition. Why is this so important?
April 22, 2013 / in Business Strategy, Sell a Business / by Bob Altieri
The critical first step in selling a business is to properly analyze and value it to establish a price. In the case of an undervaluation, when the business is sold the result is obvious; the owner receives less. Conversely, businesses that are overvalued and overpriced usually do not sell. The reason for this is because of the principle of alternative investments, which states that rational buyers will act on some alternative business investment where they expect …
News of a Recent Event
April 6, 2013 / in News / by Al Statz
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 databases and industry research Strategic buyer valuation CapEx and working capital treatment Common mistakes and how to avoid them. Thank …
Goodwill Part II: Goodwill vs. Goodwill Value
March 22, 2013 / in Acquire a Business, Business Valuation, Sell a Business / by Bob Altieri
All businesses have goodwill; however, not all businesses have goodwill value! Goodwill, which is usually the largest portion of the purchase price of a business, is the sum of intangibles such as having a good location and trade dress, a negotiated lease in place, trained employees, a website, customers, etc. Not all businesses have goodwill value, which is measured by the amount of earnings the business produces adjusted for the risk of earnings continuing to …
Personal versus Enterprise Goodwill in a Business Sale
February 22, 2013 / in Acquire a Business, Business Valuation, Sell a Business / by Bob Altieri
Goodwill can exist in two different forms: Personal Goodwill, which is defined as an intangible asset that is attached to a person; and Enterprise Goodwill, also an intangible asset that is attached to a business enterprise. If goodwill is attached to an individual, it is non-severable since the person to which it is attached is not being sold. This also implies that the asset is non-transferable. Of course we often establish contractual arrangements between the …
Independent Valuation Litigation Support
January 18, 2013 / in Business Valuation / by Bob Altieri
This week I was asked to value a medical practice, relating to a dispute between shareholders. Before I head off to my secret fishing spot for the weekend, I want to share these thoughts about how independent valuation experts assist in the litigation or dispute resolution process. Business valuation and transaction professionals are frequently engaged as independent financial experts for purposes of assisting in dispute resolution, litigation, or potential litigation. Litigation support services include any professional …
2013 Sonoma County Backroad Challenge Ride
January 15, 2013 / in News / by Al Statz
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 California professional race! Cyclists of all levels can enjoy spectacular Sonoma County scenery on one of three fully-supported rides (100 …
Congress Passes American Taxpayer Relief Act of 2012
January 7, 2013 / in Exit Planning / by Al Statz
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 on Sunday and Monday between Vice President Joe Biden and Senate Minority Leader Sen. Mitch McConnell, R-Ky. The House of …
Insightful Article on Selling Your Company
November 13, 2012 / in Sell a Business / by Al Statz
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.
Expiration of $5.12 Million Gift Tax Exemption Presents Unique Gifting Opportunity
November 9, 2012 / in Business Valuation, Exit Planning / by Al Statz
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 …
October 25th Seminar: Maximizing the Value of Your Business
October 3, 2012 / in Exit Planning, News, Sell a Business / by Al Statz
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 …
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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