Business Exit Strategy & Planning | Business Ownership Transition

M&A News, Selling a Business, Succession Planning

Signs it’s time to sell

Maurie Backman points out four important “Sell Signs” for business owners to consider. Numbers are moving in the wrong direction. Maybe costs have gone up or competitors have crowded in. Don’t ignore declines in revenue or market share. Plan to correct the slide and prepare the business for sale with increased value. It seems impossible […]

September 28, 2018/by Proforma Partners

Selling a Business, Succession Planning, Valuing a Business

Deferred Sales Trust

Business owners often fear capital gains taxes associated with the sale of their company or Realestate. A Deferred Sales Trust offers options to deal with the capital gains tax, and could save you thousands of dollars. With a Deferred Sales Trust the owner sells their property to a trust owned by a third-party company. The […]

July 30, 2018/by Proforma Partners

Featured Listings, M&A News, Selling a Business

Considering TCJA capital gains tax rates.

Are you receiving dividends or considering selling long-term business assets? The new Tax Cuts and Jobs Act (TCJA) keeps the same tax rates for long-term capital gains and dividends but no longer ties them to individual income tax brackets (1). Previously, no tax was paid on gains or dividends in the 10 to 15% ordinary-income bracket. […]

June 16, 2018/by Proforma Partners

M&A News, Selling a Business, Valuing a Business

Record Small Business Sale Prices

Its a great time to be selling a small business! The BizBuySell Q1 2018 Insight Report notes that 2018 started with record high small business sale prices. The median sell price rose 3.4% to $245,000, the highest on record since tracking started in 2007. The median asking price rose 4.8% to a record of $262,000. […]

April 21, 2018/by Proforma Partners

Growth Potential, Other News, Selling a Business, Succession Planning, Valuing a Business

What do buyers pay more for?

Last month we considered the critical question every buyer needs to answer: will a business deliver financial performance in the future? In that same blog, we noted that high-quality financial reporting is critical to answering that question and attracting buyer attention. The question also highlights that business sellers often focus on their past investments and […]

July 25, 2017/by Proforma Partners

IN THE BUSINESS OF SELLING YOUR BUSINESS | SINCE 1987

WHAT DO YOU NEED TO KNOW?

Signs it’s time to sell

Deferred Sales Trust

Considering TCJA capital gains tax rates.

Record Small Business Sale Prices

What do buyers pay more for?

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