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The Knowledge Center on our website is designed to be a valuable resource for both business owners and professionals. We aim to provide insightful information on topics related to business valuation, mergers & acquisitions, succession planning, and strategies for maximizing business value. Whether you're a business owner preparing for an exit or a professional advising clients, you'll find useful articles, guides, and tools to help navigate key business decisions. We welcome your input on what you'd like to see included in our Knowledge Center, as we are committed to making it as relevant and helpful as possible. Please note that the content provided is for informational purposes only and does not constitute tax, legal, or financial advice.
Key Metrics to Consider When Hiring in the Early Stages of Your Business
In the early stages of building a business, every hire is critical. Unlike established companies that can absorb a few misfires, startups...
Lee Henry
Jul 103 min read
The Hidden EBITDA Killer: Why Improper Inventory Accounting Can Tank Your Business Value
When it comes to preparing a business for sale or even just tracking profitability, few things are as overlooked, and as damaging, as...
Lee Henry
Jul 92 min read
Have you ever done a time audit on yourself?
Most people don’t realize that wasting just 10 minutes a day adds up to more than 43 hours per year, the equivalent of losing an entire...
Lee Henry
Jul 82 min read
Stacking QSBS: How to Multiply the $10 Million Tax Exemption on a Business Sale
Imagine selling your business and paying zero in federal capital gains taxes on the first $10 million of profit. Now, imagine being able...
Lee Henry
Jun 44 min read
The Hidden Tax Bomb for Bonded Contractors – Why Buyers Will Demand a Switch to Percentage of Completion
When it comes to selling a bonded contracting business, most owners are unaware of a looming financial landmine that can catch them off...
Lee Henry
Jun 33 min read
The Earnout Dilemma: Challenges Bonded Contractors Face When Selling to Private Equity
When a bonded contractor decides to sell their company, especially to a private equity (PE) buyer, one of the most overlooked yet...
Lee Henry
Apr 213 min read
Why Selling Bonded Contractor Businesses to Private Equity Is Difficult - And How Golden Shield Can Help
At first glance, contractor businesses with solid revenues, recurring projects, and long-standing reputations might seem like attractive...
Lee Henry
Apr 183 min read
Private Equity Monitoring Fees: What Sellers Need to Know About Their Impact on Earnout EBITDA
When a private equity (PE) firm acquires a business, it’s not uncommon for them to charge the acquired company “monitoring fees.” While...
Lee Henry
Apr 173 min read
Maximizing Bonding Capacity: Why Contractors Should Consider Non-Qualified Deferred Compensation Plans Over 401(k)s
For construction and government contractors, bonding capacity is everything. Whether it's bid bonds, performance bonds, or payment...
Lee Henry
Apr 163 min read
Avoiding Costly Mistakes: The Hidden Pitfalls of Selling or Transferring Ownership of Bonded Contracting Businesses
For contractors who operate under bonded contracts—especially those with personal guarantees in their indemnity agreements—selling a...
Lee Henry
Apr 152 min read
Avoiding Tax Pitfalls When Selling a Contractor Business: Percentage of Completion vs. Completed Contract Methods
If you're a contractor preparing to sell your business, and you use different accounting methods for financial reporting and taxes,...
Lee Henry
Apr 142 min read
Why a Great M&A Attorney Can Make or Break Your Business Sale
Selling a business is a high-stakes, complex transaction that requires an experienced and well-aligned team. At the center of this team...
Lee Henry
Apr 113 min read
Understanding the 1202 Exemption: A Powerful Tax Tool for Business Owners
At Golden Shield Business Brokers, we talk to business owners every day who are thinking ahead to the eventual sale of their company. One...
Lee Henry
Apr 102 min read
Importance of Business Continuity Plans
Your Company’s Instruction Manual If the Unexpected Happens to You What would happen to your business if you couldn’t show up tomorrow?...
Lee Henry
Apr 33 min read
Why Getting a Business Valuation Before Selling Might Do More Harm Than Good
When business owners start thinking about selling, one of the first things they often hear is, “You need to get a business valuation.”...
Lee Henry
Mar 262 min read
Phantom Stock: A Strategic Tool for Vesting Rights and Long-Term Incentives
When business owners or executives seek to retain top talent and align employee performance with company growth—without diluting...
Lee Henry
Mar 253 min read
How Business Owners Planning an Exit Can Use Stock Appreciation Rights (SARs) with Vesting to Incentivize Management and Drive Value
If you're a business owner thinking about selling your company in the next few years, one of the smartest moves you can make today is...
Lee Henry
Mar 243 min read
How Private Equity Raises Capital: Parameters and Finite Exit Dates
Private equity (PE) firms play a pivotal role in the world of business investments. By providing funding to growing businesses, private...
Lee Henry
Mar 214 min read
Does Your Buyer Really Have Capital in an M&A Transaction? The Importance of Proof of Funds with an LOI
In the world of mergers and acquisitions (M&A), ensuring the financial stability of a buyer is critical to a successful transaction. It’s...
Lee Henry
Mar 206 min read
Understanding 1245 and 1250 Depreciation Recapture and How They Are Taxed in Business Transactions
When selling business assets, one of the key considerations for both sellers and buyers is depreciation recapture. Depreciation recapture...
Lee Henry
Mar 194 min read
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