Prioritizing client education to empower decision makers throughout their transaction

Gettin' Ready to Get Ready: Tips for Pre-Sale Due Diligence

Business owners eager to sell their company are wise to take time to assess their business operations before embarking on the sale process.  Prospective buyers want to understand what they are purchasing, and will consequently scrutinize every facet of your business.  This will include financials, corporate documents, personnel records, contracts, patents, licenses, etc.  Taking pains to perform your own due diligence prior to going to market is the best way to avoid headaches during the buyer’s due diligence phase.

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Who Needs an Independent Valuation?

Death, taxes – even divorce – are some of the more sobering circumstances that underscore the need for an independent valuation. Even when the motivation is more upbeat – such as a qualified buyer with a serious offer – the existence of an independent appraisal can provide the parties with a sense of reliability.

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Partial ESOP Sale: The Triple Threat Liquidity Strategy

As privately held businesses mature and grow in value, the desire for, and prudence of, personal liquidity and diversification grows in importance to business owners.  When much of one’s personal net worth is tied to a highly successful, yet illiquid business, the owners are often faced with the question “how can I personally diversify yet remain in control of my company”?  The use of an Employee Stock Ownership Plan, or “ESOP”, provides business owners a distinct advantage toward personal liquidity.  An ESOP allows the business owner to cash out a portion of his/her business, retain control, while providing excellent tax benefits to both the shareholder and the company going forward.  Furthermore, the benefits an ESOP provides to the company and its employees are significant, which makes the ESOP a triple threat liquidity strategy.

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Disappearing Discounts for Taxable Estates

RUN, DON’T WALK. Go see your estate planner NOW!

On August 2nd, the Treasury issued proposed regulations that will drastically change estate planning.  If you have, or anticipate having, a taxable estate, you should visit your estate planner as quickly as possible to determine the possible financial impact.

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Dig a Little Deeper When Making Valuation Assumptions

By definition, business valuations require assumptions to be made.  The trick is to consider all elements of the business and market conditions to carry the assumptions to a reasonable conclusion.

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Observations from the AM&AA 2016 Winter Conference

Winter Conference of the Alliance of M&A Advisors (AM&AA)

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ESOPs for Healthcare & Insurance

Daily, the sale or merger of a company involved in a service industry grabs the headlines.  Whether a service provider to the healthcare, insurance or other industry, it feels like all companies and industries are in “play”.  The announcements of these sales or mergers are normally accompanied with assurances from management that the ownership change will not adversely affect employees or the level of service to customers.  Regardless how strong the promise, the fear associated with change is unsettling for many.  So while the pace of mergers and acquisitions (M&A) continues to increase, business owners in all industries must continue to keep a watchful eye and consider all options for succession of ownership, both external and internal.  One interesting option, which we’ll discuss further, may be the sale to an Employee Stock Ownership Plan (ESOP).

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Providing Value, Not Just a Valuation

As valuation experts, we are also called upon to be advisors.  We could simply perform a valuation using the standard of value dictated by the client or attorney; that would certainly fulfill our role as an expert.  However, in most cases, our clients are better served when we act as advisors as well.

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Someone Wants to Buy My Company

The biggest human temptation is…to settle for too little.” – Thomas Merton

Many business owners decide to sell their company after receiving an unsolicited offer from a prospective buyer. Growing revenues and improving profitability have required their full attention, and they may have never stopped to consider the value they have created in their company. An attractive initial offer may be an unexpected surprise, motivating the owner to consider the sale.

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Business Valuation Calculators – Not the Value They Seem to Be

Be wary of valuation calculators on the websites of many business valuation and M&A advisory firms.  These calculators allow business owners to enter basic financial data and quickly retrieve the “value” of their businesses.  Many of these products describe the final result as a “business valuation”.  While it may be appealing for owners to receive a free, quick and easy valuation, the results should not be relied upon.  Remember, you get what you pay for.

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Andre Sutherland

 

Andre Sutherland

Valuation

Orlando Office

407-621-2119 (direct)

asutherland@pcecompanies.com

Connect
407-621-2119 (direct)

407-621-2199 (fax)

Daniel Kvarnberg

 

Daniel Kvarnberg

Valuation

Orlando Office

407-621-2132 (direct)

dkvarnberg@pcecompanies.com

Connect
407-621-2132 (direct)

407-621-2199 (fax)

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)

klopfenstein-mark-square

 

Mark Klopfenstein

Advisory

Atlanta Office

678-596-6306 (direct)

mklopfenstein@pcecompanies.com

Connect
678-596-6306 (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)

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