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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.
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...
Lee Henry
Mar 184 min read
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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...
Lee Henry
Mar 174 min read
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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...
Lee Henry
Mar 144 min read
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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...
Lee Henry
Mar 138 min read
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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...
Lee Henry
Mar 124 min read
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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...
Lee Henry
Mar 113 min read
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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...
Lee Henry
Mar 106 min read
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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
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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...
Lee Henry
Mar 75 min read
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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
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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
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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...
Lee Henry
Mar 46 min read
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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...
Lee Henry
Feb 283 min read
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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...
Lee Henry
Feb 276 min read
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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...
Lee Henry
Feb 263 min read
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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...
Lee Henry
Feb 254 min read
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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
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M&A Transaction Structures: Understanding the Key Approaches and Combinations
Mergers and acquisitions (M&A) involve a variety of transaction structures, each tailored to meet the specific needs of both the buyer...
Lee Henry
Feb 216 min read
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Understanding Section 125 Cafeteria Plans and Potential Risk
What is a Section 125 Cafeteria Plan? A Section 125 Cafeteria Plan is a flexible benefits program offered by employers to their...
Lee Henry
Feb 208 min read
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What is an Employee Handbook and Why is It Important?
An employee handbook is a comprehensive document that outlines a company’s policies, procedures, and expectations for its employees. It...
Lee Henry
Feb 193 min read
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