An owner retaining a building after the sale is a very common practice we see in M&A transactions. This can be a source of cash flow after selling the business. In this video, Ryan Campbell, CPA, CGMA, CVA, Partner in Charge for our Pensacola office, talks about the valuation process, including cash flow adjustments and...Continue Reading

“What Am I Walking Away With?” When selling a company, a determination needs to be made about whether it will be an asset sale or stock sale transaction. In this video, Andrew Labosier, CPA, CVA,   explains the differences between these two options so you can determine which one is right for you. The team at...Continue Reading

How do you know when you need a full study or if a calculation of business value will be sufficient? For business sale or dissolution, business merger, a transfer of ownership or a divorce, spend your time – and money – wisely when determining the value of your business. In this video, Manager Andrew Labosier,...Continue Reading

Are you thinking ahead to your M&A negotiations and wondering what the best method is to resolve sticking points that may arise? In this video Partner Ryan Campbell, CPA, CGMA, CVA describes the sticking point of working capital adjustments and how those affect M&A negotiations. Connect with an experienced team who can support you. Learn...Continue Reading

Grooming the right leadership team or bringing new owners into your company must be carefully orchestrated. Future owners need to match your goals for transfer of ownership, but they should also mesh well with daily operations and employee expectations. If you plan to exit gradually, your chosen successor must also be open to your continued...Continue Reading

There are multiple business valuation methods to choose from when valuing a closely held business. Each one has its own pros and cons. In this video Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA describe three common methods: the book, market and income methods of a company valuation. Partnering with an experienced business valuation consultant allows you to determine...Continue Reading

Many due diligence factors should be reviewed when considering a merger and acquisition. In this video, Certified Valuation Analysts, Ryan Campbell and Andrew Labosier, describe these factors besides EBITDA that impact M&A. EBITDA and calculating multiples is an easy route to valuation, but not as accurate as applying adjustments, such as; owner compensation, discretionary expenses and related...Continue Reading

When creating a succession planning strategy, you may be thinking through who will take ownership of the company. Keep time on your side during the succession planning process. In this video Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss the importance of connecting with an advisor sooner rather than later when planning for the future...Continue Reading

A business valuation may be needed when thinking through your gifting and estate planning strategy, such as with inherited shares from a business. In this short video, Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss common gift and estate tax planning scenarios when it’s beneficial to get a valuation. Reach out to learn if it’s a good idea...Continue Reading

Many companies look for creative ways to attract and reward key employees. In this video, Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss stock options and stock appreciation rights (SARS) as part of executive compensation packages. You need to establish the base price for this type of compensation, which supports calculation of “fair...Continue Reading