Mergers & Acquisitions

Operating profit (often called operating income) measures the total earnings a company generates from its core business functions, excluding interest and taxes

What is a Quality of Earnings (QoE) Report

Non-recurring expenses directly increase a business's final sale price by optimizing the Normalized EBITDA calculation

EBITDA normalization is the critical process of adjusting a company's historical earnings to reflect its true, ongoing profitability for a buyer

The 3-Statement Model is your business's financial DNA; it is the comprehensive blueprint a buyer uses to set a price, determine risk, and structure a deal

Qualified Small Business Stock under Internal Revenue Code (IRC) Section 1202 offers entrepreneurs and investors a powerful tax break, potentially eliminating up to 100% of federal capital gains tax when they sell their company

Inaccurate accounting is the silent killer of mergers and acquisitions (M&A) deals, undermining buyer trust and rendering the company's financial story unverifiable during Due Diligence

Owners should engage business valuation services at the start of their 5-year exit planning window, not at the end