Articles
We are constantly updating our article section with experiences from real life M&A transactions and adding content about innovative tax strategies, creative deal structures, up to date developments about the market, and other information beneficial to business owners. If you like the content and would like to subscribe to our "M&A Advisor" newsletter, please click the link below and provide your contact information. We will send you out latest articles by email or fax per your preference.
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Exit Planning For The Year Ahead (PDF) Exit Planning For The Year Ahead (HTML)
Grow Your Business During This Recession (PDF) Grow Your Business During This Recession (HTML)
Credit Crisis: Impact On Mid Market M&A (PDF) Credit Crisis: Impact On Mid Market M&A (HTML)
A Primer On Business Succession Planning (PDF) A Primer On Business Succession Planning (HTML)
Avoiding Value Killers In A Business Sale (PDF) Avoiding Value Killers In A Business Sale (HTML)
Practice M&A: The Devil Is In The Details (PDF) Practice M&A: The Devil Is In The Details (HTML)
What Every Business Owners Needs To Know About Taxes & Valuation (PDF) What Every Business Owners Needs To Know About Taxes & Valuation (HTML)
The Myth Of Fair Business Valuation (PDF) The Myth Of Fair Business Valuation (HTML)
How To Maximize The Value Of Your Business (PDF) How To Maximize The Value Of Your Business (HTML)
The Horror Of C-Corp Asset Sale (PDF) The Horror Of C-Corp Asset Sale (HTML)
Waiting For The Big Sales Contract Before You Exit Your Company? (PDF) Waiting For The Big Sales Contract Before You Exit Your Company? (HTML)
Net Income, EBIT, EBITDA, SDCF: What Is The Right Earnings Figure To Use For Valuation? (PDF) Net Income, EBIT, EBITDA, SDCF: What Is The Right Earnings Figure To Use For Valuation? (HTML)
Can You Afford To Employ A Dual Agent In A Business Sale? (PDF) Can You Afford To Employ A Dual Agent In A Business Sale? (HTML)
Who Is The Right Intermediary To Use? Business Broker? M&A Advisor? (PDF) Who Is The Right Intermediary To Use? Business Broker? M&A Advisor? (HTML)
Financing Options For Mid Market Companies (PDF) Financing Options For Mid Market Companies (HTML)
What Is My Business Worth (PDF) What Is My Business Worth (HTML)
Is Private Equity The Right Choice For Your Company (PDF) Is Private Equity The Right Choice For Your Company (HTML)
Beware Of The Private Equity Buyer (PDF) Beware Of The Private Equity Buyer (HTML)
The Experience Factor (PDF) The Experience Factor (HTML)
How To Sell Your Distribution Company (PDF) How To Sell Your Distribution Company (HTML)
Structuring An Exit (PDF) Structuring An Exit (HTML)
Understanding Double Lehman (PDF) Understanding Double Lehman (HTML)
Buyers Approach To A Stock Sale (PDF) Buyers Approach To A Stock Sale (HTML)
Sale Process For Small Businesses (PDF) Sale Process For Small Businesses (HTML)
Valuing Growth Companies (PDF) Valuing Growth Companies (HTML)
Valuing Companies With Erratic Earnings (PDF) Valuing Companies With Erratic Earnings (HTML)
Stock Sale Vs. Asset Sale (PDF) Stock Sale Vs. Asset Sale (HTML)
The Limitations Of Using EBITDA For Mid market Companies (PDF) The Limitations Of Using EBITDA For Mid market Companies (HTML)
Sample of Recent Deals
Personalized Homecare & Homemaker Agency
Useful Links For Business Owners
Government
CalGold Business Permits: Business Permits Made Simple
El Dorado County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Merced County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Nevada County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Placer County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Sacramento County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
San Joaquin County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Stanislaus County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Sutter County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Yolo County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
Yuba County Contact Information: Local Information on Licenses, Permits, Forms, Fees and Taxes
FirstGov US Govt Business Gateway: US government help page for businesses
IRS Small Business Resource: Small Business and Self-Employed One-Stop Resource
SBA: Small Business Administration
Finance
SBA Financial Assistance Home Page: Information on SBA financial assistance programs
Loan Calculator: Use this calculator to estimate your monthly payment and amortization schedule.
Business & Statistics
Chamber of Commerce: Information about trends in the local geographic area
M&A Source: World's largest organization for mid-market intermediaries
FedStats: Federal government statistics page
US Census Demographics: County, ZIP and Metro area business patterns. Check out how many of each type of business may be found within each designated area.
Bizstats.com: Instant access to useful financial ratios, business statistics & benchmarks, effective and understandable online analysis of businesses & industries.
CCH Business Owner's Toolkit: At this site you'll find ready-to-use business tools such as forms, documents and templates.
SIC Codes: SIC Code lookup
Business Intermediaries
Chak Reddy: Blog of Elite M&A President & Dealmaker
Elite Brokerage Services: Business brokerage specializing in companies with revenues under $1M