By Jason Reading
Many entrepreneurs struggle with the process of finding a good capital partner. As if nailing the perfect pitch and generating investor interest wasn’t enough work, there are a host of considerations when evaluating potential partners beyond just valuation […]
By Patrick McMillan
Strategic growth keeps businesses alive. Sometimes, your strategy requires something dramatic, like merging your business with another entity. But mergers and acquisitions can get ugly if done incorrectly. Fortunately, there are simple steps you can take to avoid […]
By Matt Castleberry
2021 saw historic acquisitions, IPO’s, mergers, and investments. Many companies saw historic growth. Some investment funds we’ve spoken with experienced average organic growth trends from ~24% to ~90%, whereas other companies grew by acquisition. What are some of […]
By Layne T. Smith & Niels A. Bybee
Business owners who are looking to successfully exit from their business through a merger or sale transaction face many important decisions that can affect the tax treatment of gains from an exit transaction. Decisions that […]
By Justin Gordon
Amid the longest economic expansion in U.S. history and strong employment growth, businesses might rationalize resting on laurels when it comes to their liquidity. But with many of the traditional economic indicators and fundamentals in unprecedented territory, a […]
By Ryan Olsen & Todd Smith
Selecting an insurance broker to partner with is about more than just hiring someone to handle your insurance. When you are choosing a broker, you need to look for someone who will approach the insurance marketplace […]
By Michael Katz & Paxton Lewis
J.D. and M.B.A. degrees represent a shiny bullet point on an intellectual property attorney’s or capital investor’s resume. But it is the capacity for continued curiosity and learning which provides the backbone for either’s success.
For IP […]
By Cameron Cole
The short-term demands of running a business often distracts business owners from the long-term importance of developing a comprehensive transition plan. This includes proper planning for protecting and preserving the future of their business.
For business owners, the goal of […]
By Mark Abell & David Stahl
According to the NFIB Business Optimism Index, business owner optimism in 2020 remains well above the long-term average, as owners expect to see another year of sales and earnings growth. Combined with financing readily available at […]
By Scott S. Frederickson
Urgent:
The IRS is taking special interest in virtual currencies. Starting with the 2019 tax year, on every Form 1040 we must answer the question: “At any time during the tax year, have you ever received, sold, sent, exchanged […]