Prioritizing client education to empower decision makers throughout their transaction

How New Lease Accounting Standards Will Impact Financial Statements

Privately owned businesses that hold debt and operating leases should prepare for significant changes to their financial statements in 2020. Loan agreements often include financial ratio covenants that must be maintained by the borrower to be compliant. New lease accounting standards have changed how operating leases are treated in financial statements, which may have a material impact on financial ratios.

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Key Terms to Know When Negotiating a Letter of Intent

Watch time: 7 minutes

A letter of intent (LOI) is often among the first documents negotiated in an M&A deal, and for good reason. The LOI declares a commitment between the buyer and the seller to enter a transaction, and it outlines the key terms of the transaction agreement. By defining binding and nonbinding terms of the agreement, the LOI provides protection to all parties involved.

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How to Structure the Sale of Your Business: Asset or Stock

Watch time: 8 minutes

When you decide to sell your business, you and the buyer will need to agree on a way to structure the sale — either as an asset sale or a stock sale. But because you’ll have competing interests, what’s good for the buyer may not necessarily work for you. Understanding the differences in how asset and stock sales are structured is key to ensuring you benefit optimally from the transaction.

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Understanding the Different Layers of Debt

As a business owner, you know debt can provide an effective, low-cost solution to financing business operations. The tax deductions allowed on interest expense are an added benefit, lowering the capital cost even further. Adding debt to your capital structure also boosts your return on equity. There are different types of debt, and each has its pros and cons. Additionally, each type of debt has different rights in the business’s capital structure and serves diverse purposes. Here, we’ll look at two common types of debt financing.

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What Is an ESOP?

Watch time: 6 minutes

An employee stock ownership plan (ESOP) is both a retirement benefit plan for employees and a tax-advantaged way for business owners to sell all or part of a business. More specifically, for the employee, an ESOP is much like a 401(k) plan because it is a defined contribution plan sanctioned under ERISA.

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How Synergies Impact What a Strategic Buyer Is Willing to Pay

Strategic buyers are often willing to pay more than what financial buyers will pay due to the synergies generated in the transaction. Synergies are often a contributing factor driving strategic buyers to make acquisitions. As a business owner, it is important to understand how strategic buyers analyze synergies and how that impacts what they are willing to pay.

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How PCE Runs a Socially Distant but Effective M&A Process

One of the most important steps in a sell-side transaction process is for potential buyers to meet the sellers and visit the business in person. It is hard to imagine someone buying a new home without seeing it in person; similarly, any serious buyer will need to meet the management team and see the facilities before acquiring the business.

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ESOP Transaction Process

Watch time: 9 minutes

The purpose of the ESOP transaction process is to analyze the needs of the shareholders, the company, and the employees to create an ESOP that meets the desires of all parties. The ESOP transaction process is broken into two phases for the shareholders: 1.) Discovery and 2.) Implementation.

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Business Advisors Guide to ESOPs

Watch time: 18 minutes

In this video we explain why CPA's, attorneys and wealth managers should offer this dynamic succession strategy to their clients. More specifically, we discuss what an ESOP is, what kind of companies are best suited to an ESOP structure, and the role of various advisors in the ESOP transaction process, both before and post transaction.

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Key Terms for Purchase Agreements

Once you have identified a buyer and determined the purchase price for your company, it is time to negotiate the terms and conditions of the sale. These items are outlined in the purchase agreement, the primary legal document in any sale process.

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David Jasmund

 

David Jasmund

Investment Banking | ESOP

Orlando Office

407-621-2111 (direct)

djasmund@pcecompanies.com

Connect
407-621-2111 (direct)

407-621-2199 (fax)

Eric Zaleski

 

Eric Zaleski

Investment Banking | ESOP

Chicago Office

847-239-2466 (direct)

ezaleski@pcecompanies.com

Connect
847-239-2466 (direct)

407-621-2199 (fax)

Melissa Ritter

 

Melissa Ritter

Investment Banking

Orlando Office

407-621-2128 (direct)

mritter@pcecompanies.com

Connect
407-621-2128 (direct)

407-621-2199 (fax)

Michael Rosendahl

 

Michael Rosendahl

Investment Banking

New York Office

201-444-6280 Ext 1 (direct)

mrosendahl@pcecompanies.com

Connect
201-444-6280 Ext 1 (direct)

407-621-2199 (fax)

Will Stewart

 

Will Stewart

Investment Banking | ESOP

Orlando Office

407-621-2124 (direct)

wstewart@pcecompanies.com

Connect
407-621-2124 (direct)

407-621-2199 (fax)

whitcomb-woody

 

Woody Whitcomb

Investment Banking

Orlando Office

407-621-2113 (direct)

wwhitcomb@pcecompanies.com

Connect
407-621-2113 (direct)

407-621-2199 (fax)

poole_michael

 

Michael Poole

Investment Banking

Orlando Office

407-621-2112 (direct)

mpoole@pcecompanies.com

Connect
407-621-2112 (direct)

407-621-2199 (fax)

vogt-paul

 

Paul Vogt

Valuation

Atlanta Office

678-641-4760 (direct)

pvogt@pcecompanies.com

Connect
678-641-4760 (direct)

407-621-2199 (fax)

Mackenzie Moran

 

Mackenzie Moran

Investment Banking

New York Office

201-444-6280 Ext 3 (direct)

mmoran@pcecompanies.com

Connect
201-444-6280 Ext 3 (direct)

407-621-2199 (fax)

Isabel Carta

 

Isabel Carta

Investment Banking

Orlando Office

407-621-2149 (direct)

icarta@pcecompanies.com

Connect
407-621-2149 (direct)

407-621-2199 (fax)

Philipp Seubert

 

Philipp Seubert

Investment Banking

New York Office

201-444-6280 Ext 4 (direct)

pseubert@pcecompanies.com

Connect
201-444-6280 Ext 4 (direct)

407-621-2199 (fax)

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