Articles & Links

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

 

ATV Video Center

 

 

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

 

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