Mergers & Acquisitions
Mercadien Webinar Replay: Capital Markets & M&A Outlook Post COVID-19
Lee D. Boss, CPA, MBA, Managing Director, Mercadien & Valentina Midura, Senior Manaing Director, BDO Capital Advisors, presented a webinar Capital Markets & M&A Outlook Post COVID-19 on Thursday, June 4.…
Failure to Plan Has a Price
I never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how…
A Backup Plan for Family Business Owners & Their Successors
Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…
Exits Are Inevitable, Failure Is Not: Planning A Successful Exit
We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all…
Retire At Your Own Risk
Can you believe that the oldest Baby Boomers (who were born in 1946) will turn 70 this year? Although a lot of younger Boomers continue to be actively involved in…
Devise Your Exit Strategy – An Early Start Helps Ensure A Good Outcome
Every company owner needs an exit strategy — whether that involves transferring the business to family members or selling it to a management team or a third party. Regardless of…
Family Business Planning – Handing The Torch To The Next Generation
Every family business must transition control to the next generation someday. But will the next leader be another family member — or is there a better choice outside the family…
How Buy-Sell Agreements Can Ensure Continuity
If you own a closely held business with at least one other partner, certain steps can be taken to guard against business disruption if you or the partner unexpectedly dies…
Develop A Strong Business Succession Plan
Most business owners want to see their business continue to prosper, even after they have passed the mantle of leadership on to their successors. Unfortunately, many owners do not realize…
Strengthen Your Municipal Management and Credit Rating
Ratings agencies track the financial condition of bond issuers and update their ratings if and when necessary. Many credit ratings are upgraded or downgraded by these agencies each year. Such…