M&A Tax Strategy: Purchase Price Allocation

2019-03-19T14:48:04+00:00January 31st, 2019|Strategy, Taxes, Transaction Mechanics|

Purchase Price Allocation M&A transactions trigger a variety of financial and tax implications for both the buyer and seller. One such implication, and the topic of this article, is the requirement to conduct a purchase price allocation. A purchase price allocation (or “PPA”), generally defined, is an allocation of a transaction’s purchase price to the [...]

How Investment Bankers Create Value

2019-02-28T14:03:45+00:00July 1st, 2018|Strategy, Transaction Readiness|

For many business owners or C-suite executives, engaging an investment banker or M&A advisor is an obvious first step in buying or selling a business. For others, however, the decision to hire an investment banker and the value one brings to the transaction process may be less apparent. When questioned about the value an investment [...]

A Strategic Growth Framework

2018-12-06T16:00:07+00:00April 1st, 2018|Strategy, Transaction Readiness|

A business's growth plan is relatively simplistic when it is first starting up and usually consists of rolling out of a handful of products or services to a manageable geographic market.  It is not uncommon for the plan to be maintained solely in the heads and ideas of the business's owner(s).  And believe it or [...]