Read About - Maximize Cash in Your Pocket: 100% QSBS ExclusionDecember 9, 2025
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
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Read About - The Silent Killer: Why Inaccurate Accounting Kills Deals and How to Fix ItNovember 17, 2025
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
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Read About - Business Valuation Services: Starting a 5-Year Plan to SellNovember 11, 2025
Owners should engage business valuation services at the start of their 5-year exit planning window, not at the end
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Read About - From Startup to Scale-up: Leveraging a Part-time CFO for Strategic Fundraising and M&ANovember 5, 2025
A part-time CFO (also known as a Fractional CFO) is a senior financial executive who provides strategic leadership on a flexible, contract basis
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Read About - Tariffs and M&A Trends Part 2: Essential Tactics for Middle-Market CompaniesOctober 9, 2025
This is the second installment of this 2-part series exploring the relationship between tariffs and M&A trends, revealing how trade policy directly influences corporate consolidation patterns, creating both disruption and opportunity for astute dealmakers
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Read About - Tariffs and M&A Trends Part 1: Why Companies Acquire to Avoid Trade BarriersJuly 22, 2025
Trade barriers reshape corporate strategy faster than any other economic force, driving unprecedented merger and acquisition activity across global markets
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Read About - LOI and Purchase Agreement Strategies Every CFO Should KnowJune 25, 2025
Business acquisitions represent pivotal moments for any company, demanding meticulous financial oversight and strategic foresight
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Read About - PTETs: Strategic Advantages in M&A TransactionsMay 13, 2025
State Pass-Through Entity Taxes (PTETs) increasingly influence the landscape of mergers and acquisitions (M&A)
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Read About - M&A Deals – The Outlook for 2025