Gather Financials
Collect three years of profit-and-loss statements, balance sheets, and tax returns. Buyers want clean, organized data to assess profitability.
cpa
Exit Planning For Lawfirms
This podcast provides an overview of the Six Phases of BEI Exit Planning specifically tailored for law firms, presented by a Certified Exit Planning Advisor.
2026 Capital Gaines Tax Change
In sum, the IRS changes for 2026 present substantial planning opportunities and challenges for small, closely held businesses contemplating a sale. Business owners should stay informed and seek professional tax advice to best navigate this shifting landscape.
Government Shutdown Adds New Challenges for Small Business Owners
By Michael Shea At midnight on October 1, the U.S. government officially shut down after Congress failed to pass a funding resolution. As federal agencies begin to pause operations, small business owners across the country are once again facing a wave of uncertainty. Already grappling with inflation, labor shortages, and rising tariffs, Main Street businesses […]
Business Sales Dip in Q2 2025 Amid Lingering Economic Pressures and Policy Shifts
Key Highlights: Transactions down 4% year-over-year and 1% quarter-over-quarter Median sale prices fall as buyers pursue lower-cost opportunities SBA lending changes, inflation, and tariffs complicate dealmaking Retail and service sectors show resilience; manufacturing plunges 28% Business-for-sale activity in the second quarter of 2025 showed signs of strain, reflecting the cumulative impact of a decade […]