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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.
Lee Henry
2 hours ago4 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...
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Lee Henry
1 day ago6 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...
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Lee Henry
2 days ago4 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...
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Lee Henry
3 days ago4 min read
Utilizing Lowest Defensible Valuations and Minority Discounts When Gifting Minority Business Interests to Children
When it comes to estate planning and intergenerational wealth transfer, gifting minority business interests to children can be a...
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Lee Henry
4 days ago4 min read
Utilizing Life Insurance for Estate Equalization: A Smart Strategy for Business Owners with Active and Non-Business Children
As a business owner with children who have different roles in your company, you may face a unique challenge when planning for your...
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Lee Henry
Mar 144 min read
Carving Off a Service of a Business as "Newco" for a Business Active Child: A Strategic Move for Expansion
As businesses grow and diversify, owners often face challenges around how to allow new ventures to flourish without putting the existing...
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Lee Henry
Mar 138 min read
Winning the Google Game: Why Consumer Service Businesses Should Focus on Google Reviews
In today's digital world, the first impression your business makes often comes from the vast sea of online reviews. For consumer service...
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Lee Henry
Mar 124 min read
Understanding Non-Disclosure Agreements (NDAs): What You Need to Know
A Non-Disclosure Agreement (NDA) is a legally binding contract that ensures confidential information shared between two or more parties...
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Lee Henry
Mar 113 min read
Understanding Non-Solicitation Agreements: What Business Owners Need to Know
In the realm of business, protecting sensitive information and relationships is crucial for maintaining a competitive edge. One way to do...
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Lee Henry
Mar 106 min read
The FCC Ruling on Who Can and Can't Sign Non-Competes
In recent years, the issue of non-compete agreements has gained significant attention, particularly as the Federal Communications...
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Lee Henry
Mar 73 min read
President Trump's Proposed 100% Bonus Depreciation: A Game-Changer for Businesses
In recent years, tax reforms have become a focal point of political and economic discourse in the United States, and President Trump’s...
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Lee Henry
Mar 75 min read
Using S.M.A.R.T Goals in Exit Planning for Business Owners
As a business owner, planning for the eventual exit from your company can be one of the most important steps in ensuring you achieve the...
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Lee Henry
Mar 64 min read
Understanding the Difference Between an Asset Sale and a Stock Sale in M&A Transactions
When it comes to mergers and acquisitions (M&A), one of the most crucial decisions involves whether the transaction will take place as an...
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Lee Henry
Mar 53 min read
Potential Taxes in an M&A transaction
In an M&A (Mergers and Acquisitions) transaction, understanding the types of taxes involved is crucial for both the buyer and the seller...
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Lee Henry
Mar 46 min read
How Electrical Contractors Can Increase the Value of Their Business
For electrical contractors looking to increase the value of their business, the key lies in shifting focus from traditional methods to...
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Lee Henry
Mar 36 min read
83(b) Election with an F Reorganization When Selling Your Business
When selling a business, particularly in the context of an F reorganization, tax planning becomes crucial to minimize tax liabilities and...
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Lee Henry
Feb 283 min read
Why Business Owners Should Focus on Driving Value, Not Just Revenue
When it comes to growing a business, many owners fall into the trap of focusing solely on driving revenue. While revenue is an essential...
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Lee Henry
Feb 276 min read
What is a C-Suite and Why Businesses Should Consider Building One
In today's fast-paced, competitive business environment, companies of all sizes must evolve to stay ahead. One of the key components that...
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Lee Henry
Feb 263 min read
How Customer Concentration Devalues Businesses and the Target Concentration for the Top 10 Customers
When a business has a high degree of customer concentration, it means that a significant portion of the company's revenue is derived from...
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Lee Henry
Feb 254 min read
Earnout EBITDA and Key Terms to Negotiate in Business Transactions
When selling a business, the concept of an earnout is often used to bridge the gap between a seller’s expectations and the buyer’s...
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