A Neumann & Associates

MARCH 4, 2024

“By failing to prepare, you are preparing to fail.” – Benjamin Franklin As a business owner, there are many major milestones throughout your history of ownership including buying the business, growing and reaping the financial rewards of satisfying your customers, and ultimately making the decision to sell.

Start-ups 71

Start-ups Marketability Business Valuation Banking 71

Benchmark Report

JANUARY 3, 2024

You can take several steps to prepare your business for a sale that can significantly improve the amount of value you extract from a buyer. The factors that affect how potential acquirers will perceive your company apply whether you plan to exit your business in the short, medium, or long term.

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ThomsonReuters

FEBRUARY 6, 2024

Jump to: When to consider an automated tax software solution Benefits of sales tax automation software What if you don’t have a complex business model? Amidst a rapidly changing regulatory landscape, it can seem more challenging than ever to understand your sales tax obligations in every jurisdiction in which you do business.

Compliance 98

Compliance 98

Viking Mergers

MARCH 1, 2023

While selling a business probably isn’t the first scenario that comes to mind when you hear the phrase, it is definitely an appropriate mindset to have. You’ve spent years, maybe decades, building and growing your business; it only makes sense to recoup your investment of hard work by obtaining a fair sales price and seamless sale.

Banking 130

Banking Finance Marketability 130

Viking Mergers

OCTOBER 28, 2022

The closest thing most small business owners have to a business valuation is a speculation. A recent bank survey revealed that 98% of small businesses can’t put a figure on their company’s value. Lack of valuation information limits your awareness of the financial health and well-being of your business. Growth Plan.

Business Valuation 130

Business Valuation Start-ups Finance Banking 130

Peak Business Valuation

SEPTEMBER 5, 2023

Tax preparation businesses provide various tax-related services to individuals and businesses. This may include tax return preparation, tax planning, income tax filing, etc… As such, the tax preparation industry retains steady demand during tax season. Peak Business Valuation is here to help!

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Appraisal EBITDA 52

M&A Leadership Council

DECEMBER 13, 2023

Success Depends on Planning and Coordination Across the Enterprise By Lori DeVincent, CMAS, M&A Leadership Council Alumna and Director of Information Technology at ResCap Liquidating Trust Many times the decision to divest a business entity is made in a board room, kept quiet or shared with a limited audience until the close of the deal.

Technology 98

Technology Mergers & Acquisitions Finance 98

Viking Mergers

MARCH 25, 2022

Without proper direction, selling a business can quickly become overwhelming and chaotic. Selling a Business Checklist: #1 Gather Advisors. Find the following professionals to advise and assist you in the process of selling your business. Even the best-intentioned people can inadvertently compromise your sale.

Business Valuation 245

Business Valuation Marketability EBITDA Finance 245

Sun Acquisitions

DECEMBER 15, 2023

Selling your business significantly impacts your financial future and personal goals. While selling a business can be rewarding, many entrepreneurs fall into common traps that can hinder a successful sale and diminish the value of their hard-earned investment. Inadequate Preparation.

Compliance 59

Compliance Marketability Appraisal 59

Sun Acquisitions

NOVEMBER 9, 2023

Selling a business can be one of the most significant and challenging decisions a business owner will ever make. Whether you’re looking to retire, pursue new ventures, or cash in on your hard work, maximizing the value of your business is likely a top priority.

Marketability 59

Marketability Business Valuation 59

Scott Mashuda

DECEMBER 12, 2022

The rewards, challenges, and opportunities reserved for business owners and founders take an enormous amount of effort and sacrifice. Creating a profitable, successful business long-term is no small feat. Unfortunately, many of these same business owners are not prepared for a sale. Current state of the business.

Start-ups 92

Start-ups Business Valuation Marketability 92

Sun Acquisitions

JULY 31, 2023

If you’re considering selling your business , knowing how to maximize its value and prepare for a smooth transition is essential. The first step in preparing your business for acquisition is understanding what potential buyers seek.

Business Valuation 52

Business Valuation Marketability 52

Sun Acquisitions

NOVEMBER 30, 2023

Listing your business for sale is a significant milestone that requires strategic planning and execution. In today’s digital age, leveraging online platforms and effective marketing techniques can significantly enhance your business’s visibility and attract the right audience.

Intangible Assets 59

Intangible Assets Marketability Business Valuation 59

Viking Mergers

APRIL 16, 2022

As business brokers, one of the most common questions we receive is, “What does your selling process look like?” Our 7-Step Process for Selling a Business. This is an opportunity for our business brokers to learn more about you, your business, and what makes your business unique. Consultation and Valuation.

Marketability 130

Marketability Finance 130

IBG Business

FEBRUARY 6, 2024

Helping the seller anticipate and negotiate issues that can cause deviations from the expected sale proceeds can add unexpected value to involving an experienced M&A intermediary. In a business sale, forewarned is forearmed. They hear the offer price, and they expect that to be the check amount at closing.”

Finance 52

Finance Start-ups Banking Marketability 52

Viking Mergers

MAY 9, 2023

His story is a prime example of how hard work and a willingness to adapt can lead to success in any industry. His story is a prime example of how hard work and a willingness to adapt can lead to success in any industry. A few years later, Reed left the financial services industry to start his own business in Nashville.

Start-ups 130

Start-ups Business Valuation Corporate Finance Finance 130

Peak Business Valuation

MARCH 16, 2024

There are over 33 million small businesses in the United States. As such, small businesses are the heartbeat of America’s economy. In addition, small businesses come with many benefits for business owners. This can help you understand how to find success whether you are buying, growing, or selling a business.

Discounted Cash Flow 52

Discounted Cash Flow Business Valuation Appraisal Fair Market Value 52

Peak Business Valuation

JUNE 9, 2023

The tax preparation industry has experienced healthy growth. These determinants have a significant influence on the demand for tax preparation services. As such, it may be a good time to buy , expand , or sell a tax preparation business. There are many factors to consider when valuing a tax preparation business.

Business Valuation 52

Business Valuation Appraisal EBITDA Fair Market Value 52

IBG Business

FEBRUARY 2, 2024

How you arrive at a market value for a company is an interesting topic. Ideally, we like to talk to potential sellers two to three years before we’re going to market, to prepare the company for sale. So we want to do that with the business. The market is what actually determines the market value.

Start-ups 52

Start-ups Marketability 52

Sun Acquisitions

DECEMBER 7, 2023

Selling a company is a significant decision that can have far-reaching implications for business owners. While some entrepreneurs may consider navigating this path on their own, enlisting the expertise of a professional business broker can prove to be a game-changer.

Business Valuation 59

Business Valuation Marketability 59

Sun Acquisitions

DECEMBER 5, 2023

Selling a business is a significant milestone for any entrepreneur or business owner. However, selling a business is not as straightforward as putting up a For Sale sign and waiting for buyers to flock in. Step 1: Preparation and Valuation Before putting your business on the market, preparing it for sale is crucial.

Asset-based Approach 52

Asset-based Approach Marketability Business Valuation Compliance 52

ThomsonReuters

MAY 12, 2022

What triggers a sales tax audit and how do you reduce the risk of an audit? Almost all companies undergo a sales tax audit at some point. This sales tax audit guide can help indirect tax teams avoid common audit triggers and manage the sales tax audit as smoothly as possible. What is a sales tax audit?

Compliance 105

Compliance Technology 105

Harvard Corporate Governance

JULY 28, 2022

In order to provide an overview for busy in-house counsel and compliance professionals, we summarize below some of the most important SEC enforcement developments from the past month, with links to primary sources. million in stock sale profits and bonuses and to return previously granted shares of company stock. Marlier, Ms.

Compliance 209

Compliance Technology 209

ThomsonReuters

JULY 6, 2023

But what is a tax advisor and how do you become one? Let’s take a look at what tax advisory is and how you can take advantage of this approach to serving clients. If you’re a tax and accounting professional, you’ve likely found yourself answering numerous questions related to your clients’ tax returns. What are tax advisory services?

Accounting Firms 98

Accounting Firms Start-ups Finance Mergers & Acquisitions 98

Sun Acquisitions

MAY 24, 2023

Selling your family business can be a daunting process. While there’s no easy way to sell a business, there are several things that family business owners commonly need to correct that can make the process much more challenging. It’s easy to get attached to your business and thinks it’s worth more than it is.

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Exit Strategy

DECEMBER 7, 2022

Now how can you get the most for your business? But that’s not all that goes into a successful business sale. The post Operation clean sweep: Preparing your business for sale appeared first on Exit Strategies Group, Inc. You’ve decided to sell.

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Equilest

FEBRUARY 10, 2024

In this article, we'll explore the crucial role that Certified Public Accountants (CPAs) play in facilitating successful business sales. From financial preparation to navigating tax implications, CPAs bring invaluable knowledge and guidance to sellers, ensuring a smooth and efficient transaction.

Business Valuation 40

Business Valuation Fair Market Value Marketability Asset-based Approach 40

ThomsonReuters

JANUARY 28, 2022

Tax season is a critically busy time of the year for accountants, and we all know the stress that can come with such a high demand for services during that part of the year. But for some tax and accounting firms, the high volume of clients from January to April represents the majority of their business for the year.

Accounting Firms 102

Accounting Firms Start-ups Finance Marketability 102

Peak Business Valuation

JULY 12, 2023

The tax preparation industry includes businesses that provide tax return preparation services to individuals and businesses. According to IBIS World’s data , there are over 129,000 tax preparation businesses in the United States. In this article, we give an overview of valuation multiples for a tax preparer.

Business Valuation 52

Business Valuation EBITDA Appraisal Fair Market Value 52

Viking Mergers

MARCH 22, 2023

Having a deal fall apart at the last minute is every business owner’s nightmare. Most owners are just like you; they don’t know exactly what does or does not need to be done from a financial perspective to prepare to sell their business. In most businesses, it is useful to pinpoint cost overruns at the time that they occur.

Start-ups 130

Start-ups Banking 130

Sun M&A

MARCH 14, 2024

While starting a business is easily one of the most challenging tasks for a business owner, selling that business isn’t without stress. Too often, business sellers rush into the process or make mistakes that can cost them millions. Here are the top seven mistakes business sellers make when selling their business.

Start-ups 52

Start-ups Compliance Banking Marketability 52

A Neumann & Associates

JANUARY 12, 2023

The process of selling your business can be a very rewarding experience – both financially and in terms of lifestyle for you and your family. If handled properly, executing a successful sale to a 3rd party can certainly meet all ownership goals and benefit the organization (including its valued employees) moving forward.

Banking 93

Banking Business Valuation Marketability Finance 93

Sun Acquisitions

MAY 13, 2022

People typically start businesses for one of four major reasons: For the lifestyle. Regardless of the reason for setting out to establish a business, a fair number of people eventually wind up thinking of selling. And the question of when should you sell a business inevitably comes up. The Right Time to Sell Your Business.

Start-ups 98

Start-ups Marketability 98

Sun Acquisitions

FEBRUARY 26, 2024

Selling your business is one of the toughest decisions for any business owner. Or maybe there’s simply another business you are looking to start. Most small HVAC businesses sell between 3 to 5 times Seller’s Discretionary Earnings (SDE). Has the business been optimized for sale?

Start-ups 52

Start-ups Business Valuation Marketability 52

Peak Business Valuation

MAY 22, 2023

For this reason, the tax preparation industry plays a vital role in the economy. Tax preparation businesses help individuals and businesses navigate their taxes. As taxes become more complex, demand for the tax preparation industry increases. To learn more, receive a business valuation.

Business Valuation 52

Business Valuation Appraisal Fair Market Value Marketability 52

Sun Acquisitions

FEBRUARY 9, 2023

Deciding to sell your manufacturing business is a big one – and it can be just as essential to get maximum value out of your sale as it is to find the right buyer. To help you maximize the return on your investment, here are some tips for optimizing value when selling a manufacturing business.

Marketability 52

Marketability 52

Sun Acquisitions

JANUARY 22, 2024

In the ever-changing world of business, uncertainty has become a constant companion. For business owners looking to sell their companies, these uncertain times can add more complexity to a significant decision. Adapt Your Business Model In the face of economic uncertainty, adaptability is vital.

Marketability 59

Marketability Technology 59