Work with a business broker to streamline the process and avoid these traps.
Tampa Business Sales
How to Value Your Small Business Before Selling: A Step-by-Step Guide
Gather Financials
Collect three years of profit-and-loss statements, balance sheets, and tax returns. Buyers want clean, organized data to assess profitability.
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.
From My Father’s Depression-Era Wisdom to Modern Entrepreneurs: Planning to “Keep What Matters”
My Irish father grew up during the Great Depression as one of five boys in a lively, crowded house. With four brothers, every dollar stretched to cover basic needs, and resourcefulness was a necessity, not a choice. Shoes were shared, clothes patched and worn thin, and meals planned with discipline—a vivid lesson in making the […]
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.