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Employee Retention Guide During Sale
1. Acknowledge the Situation Early Transparent Communication: Announce the sale as soon as legally permissible to avoid rumors. Silence fuels fear. Leadership Presence: Hold all-hands or small team sessions with leaders to answer questions. Narrative Framing: Position...
What Every Owner Should Know About Taxes When Selling
Selling a business is one of the most significant financial events in an owner’s life. Beyond negotiating the right price, understanding the tax consequences of a sale is critical. Taxes can meaningfully impact how much value you ultimately keep. This guide outlines...
Navigating M&A Deal Killers: Strategies for Success
In today’s highly competitive and fast-changing corporate landscape, mergers and acquisitions (M&A) remain one of the most powerful strategies for scaling operations, entering new markets, acquiring talent, or gaining technological capabilities. However, for every...
Guide to Deal Structures
Deal Structure Matters—Here’s What You Need to Know In a nutshell: Most M&A transactions are structured as asset sales, stock (equity) sales, or earn-outs (often layered onto asset or stock deals). The structure can change valuation, taxes, risk allocation, speed...
Confidentiality in M&A Checklist
Merger and Acquisitions, M&A Education & Market
1. Legal Safeguards Draft and execute Non-Disclosure Agreements (NDAs) with all potential buyers, advisors, and third parties. Include strong non-solicitation and non-circumvention clauses to protect relationships with employees, customers, and suppliers. Ensure that...
Managing a Business During a Sale
Selling a business is one of the most significant transitions an owner will face. The process can be complex, emotional, and time-consuming—but with the right strategy, you can maximize value, maintain stability, and position your company for a smooth transfer of...