top of page
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.

M&A Tax Planning & Strategies
Taxes, tax planning, and tax strategies for Mergers and acquisitions.
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
34 views
0 comments
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
4 views
0 comments
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
15 views
0 comments
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
14 views
0 comments
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
11 views
0 comments
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
16 views
0 comments
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
16 views
0 comments
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
14 views
0 comments
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
23 views
0 comments
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
15 views
0 comments
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...
Lee Henry
Mar 73 min read
12 views
0 comments
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...
Lee Henry
Mar 64 min read
0 views
0 comments
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...
Lee Henry
Mar 53 min read
4 views
0 comments
Understanding Installment Sales in M&A Transactions: Tax Treatment and Advantages
In mergers and acquisitions (M&A), an installment sale is a common method for structuring the sale of a business, where the buyer makes...
Lee Henry
Feb 246 min read
31 views
0 comments
Tax Implications of Selling Your Business
Selling a business is a significant financial event, and understanding the tax implications is crucial for maximizing your net proceeds....
Lee Henry
Jan 232 min read
8 views
0 comments
Tax Planning Strategies When Selling a Business
When selling a business, effective tax planning can significantly impact the net proceeds you receive. Understanding and leveraging tax...
Lee Henry
Jul 3, 20243 min read
43 views
0 comments
F-Reorganization Explained
S corporations, being passthrough entities, are generally not directly liable for federal income taxes. Instead, the income or loss is...
Lee Henry
Jun 26, 20244 min read
53 views
0 comments
bottom of page