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How to Navigate Tax Increases When Selling Your Business

Within the past two years, business owners have witnessed a rise in taxes. Since the redirection of government spending towards economic stimuli and vaccine deployment, as well as proposed infrastructure projects, a huge debt was created. 2023 has certainly proved that the time has come to repay it by raising tax revenue through increases in...

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Ben & Jerry’s for the dogs?

Yes, literally! The makers of Cherry Garcia and Chunky Monkey will be bringing their talents to the burgeoning pet treats space. Spending on dog treats has increased dramatically these last few years, growing 44% between 2015 and 2020 to $5.5 billion, according to Euromonitor. Ben & Jerry’s, the Unilever subsidiary, will enter the segment by offering non-dairy...

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Finding Funds to Fuel Future Success!

Analysis of financial needs – We assess whether you need debt or equity financing, or a combination of both. Even though the need for capital may be real, the analysis we perform will determine if it is feasible to raise the capital required in the existing marketplace and at what terms. Research – We perform...

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TRICKS OF THE TRADE: GETTING A PREMIUM PRICE FOR YOUR COMPANY, PART THREE

This post is part of a four-part series exploring the process of selling a small business. Be sure to also check out Parts One and Two. Make a Commitment to Sell Before Negotiating If you think you would like to sell your business or you receive an unsolicited offer for your company, make the commitment...

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TRICKS OF THE TRADE: GETTING A PREMIUM PRICE FOR YOUR COMPANY, PART TWO

This post is part two of a four-part series exploring the process of selling a small business. Be sure to also check out Part One. Make Buyers Compete OK, so how does a seller get a better offer if he or she doesn’t give a price (as suggested above)? Make buyers compete with each other....

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TRICKS OF THE TRADE: GETTING A PREMIUM PRICE FOR YOUR COMPANY, PART ONE

Small business owners are experts at running a company – their company, but they generally don’t have a lot of experience in selling one (or time for that matter).  On the other hand, the buyer has probably done deals many times before! And when it comes to buying and selling a business, forewarned is forearmed!...

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Maximize Your Company’s Selling Price

With the current credit crunch precipitated by the COVID-19 pandemic, you may not realize that middle market-deals ranging in size from $25 million to $500 million-are still being completed regularly! The key to a winning transaction in this environment, however, is not getting the deal done, it is maximizing the return to you and the...

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What is your Pet Company Worth?

As employer stay-at-home directives became the norm this year, pet owners naturally became more acquainted with their pets. Indeed, pet ownership is on the rise domestically and abroad, which has created an uptick in household spends on pet food and pet care related products.  The businesses that service this sector have become highly sought after...

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ALLEGIANCE CAPITAL INSIGHTS – DEEPER DIVE: FINANCING YOUR BUSINESS IN THE NEW ENVIRONMENT

The New Environment COVID-19 has been financially devastating for millions of business owners large and small.  Before the pandemic, many experienced strong sales, a growing customer base and were executing pursuant to a defined and successful business plan.  Following the global economic shut down, all companies are faced with objectively reviewing their operations, strategic plan...

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7 Add-Backs to Boost Your EBITDA

When you are ready to sell your business, you may have to adjust your bottom line to maximize your company’s selling value. Here’s everything you need to know about boosting your EBITDA and ultimately, getting the maximum value out of the company you’ve worked hard to build. What is EBITDA? For business owners considering or...

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The 3-Ingredient Recipe for a Ripe Exit

7 minute read Today, all of the signs suggest we are in the midst of an inflection point in the M&A market. Currently, there are three main elements, or ingredients, that have transpired in today’s market and have positioned privately-held companies and their shareholders to yield extremely favorable returns if a liquidity event, or sale...

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The Two Emerging Players on M&A’s Main Street

8 minute read Middle-market M&A has traditionally been dominated by two main players: the strategic buyer and the financial buyer, typically a private equity group. In recent years however, the financial buyer landscape has evolved with two new players emerging: the family office and the independent sponsor. Private Equity Recap If you happen to live...

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