Category Archives: Selling a Business

Does Your Business Have a Buy-Sell Agreement?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Small and mid-sized business owners without buy-sell agreements increase risks of negative outcomes for their families, partners and employees should they unexpectedly pass away or become disabled. … Continue reading

Posted in Business Valuation, Buy-Sell Agreements, Buying a Business, CFO Services, Contract Negotiation, Exit Planning, Los Angeles, Selling a Business, Succession Planning | Tagged , , , , , , , , , | Leave a comment

When & How to Conduct a Business Valuation

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. The valuation of a closely-held business becomes a priority in a number of situations: selling, exiting or creating an ESOP, just to name a few. When undertaking a valuation, … Continue reading

Posted in Business Valuation, Buying a Business, CFO Services, Due Diligence, Los Angeles, Merger & Acquisition Planning, Selling a Business, Succession Planning | Tagged , , , , , , , , , , , , , , , | Leave a comment

Why You Must Perform Due Diligence Before an Acquisition

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. While there are many benefits of acquiring another company, their realization is dependent on performing thorough due diligence before an acquisition. Initial enthusiasm can … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Due Diligence, Los Angeles, Merger & Acquisition Planning, Outsourced CFO Services, Selling a Business | Tagged , , , , , , | Leave a comment

A Financial Team’s Critical Role in Preparing Exit Strategy

This week’s post and linked full PDF are by Mark S. Becker, Partner, CFO Edge, LLC. A financial team’s critical role in preparing exit strategy is becoming more important as an increasing number of Los Angeles and Southern California business … Continue reading

Posted in Accounting & Finance Departments, CFO Services, Exit Planning, Los Angeles, Selling a Business, Succession Planning | Tagged , , , , , , | Leave a comment

The Complexity & Importance of Accounting for Divestitures

This week’s post and linked full article are by Mark S. Becker, Partner, CFO Edge, LLC. The complexity and importance of accounting for divestitures cannot be overstated given the many challenges involved along with the focus of the SEC. Corporate divestitures … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Divestiture Accounting, Los Angeles, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , | Leave a comment

Estate Planning Strategy May Be Targeted by the IRS

This week’s post and linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. Given U.S. population trends around the large number of boomers turning 65 years of age every day, many greater Los Angeles entrepreneurs and owners of … Continue reading

Posted in CFO Services, Estate Planning, Exit Planning, Los Angeles, Retirement Plans, Selling a Business | Tagged , , , , , , , , , , , | Leave a comment

Selling Your Business: Strategic Factors & Types of Buyers

Following up on our recent article, Seven Ways to Maximize Value – and Price – When Selling Your Business, we turn our attention to strategic factors and buyer types. A key element in attaining the maximum sales price in selling … Continue reading

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Seven Ways to Maximize Value – and Price – When Selling Your Business

When they look at selling their businesses, most Los Angeles and Southern California business owners typically want to sell for the highest price possible. As buyers seek to increase the return on their investment, they look for companies with built-in … Continue reading

Posted in Business Valuation, CFO Services, Exit Planning, Merger & Acquisition Planning, Selling a Business | Tagged , , , , , , , , , , , , , | Leave a comment