Tag Archives: business

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

Strategic Tax Planning: Vital When Expanding or Relocating

This week’s post and linked PDF are by John W. Braine, Partner, CFO Edge, LLC. When Los Angeles and Southern California executives expand or relocate their businesses, they are keenly aware of costs related to land, construction, labor, supply chains, equipment … Continue reading

Posted in CFO Services, Los Angeles, Strategic Planning, Tax Preparation, Tax Strategy | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Factors to Consider Before Buying the Business Where You Work

This week’s post and full linked article are by Sherry Rahbar, Partner, CFO Edge, LLC. While it could be a tremendous opportunity if you can buy the business where you are an employee, there are a number of important factors … Continue reading

Posted in Acquisitions, Business Loans, Buying a Business, CFO Services, Debt Financing, Los Angeles, Risk Management | 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

The Art of Giving — and How It Benefits Your Business

This week’s post and full linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. We’ve previously discussed the importance of giving in the context of making referrals, and this article expands on the art of giving and how … Continue reading

Posted in Professional Referrals, Professional Services Firms | Tagged , , , , , , , , , , , , | Leave a comment

10,000 Boomers a Day Hit 65: What This Means for Exit Planning

This post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Of the 10,000 baby boomers turning 65 years old each day, many are business owners who are planning to exit their businesses in the relatively … Continue reading

Posted in Business Plans, CFO Services, Exit Planning, Strategic Planning, Succession Planning | Tagged , , , , , , , , , , , , | Leave a comment

Is Your Business Software System Helping – or Hindering – Your Company’s Growth?

This week’s post and linked full article are by Howard Goldman, Partner, CFO Edge, LLC. While conventional wisdom has it that there is no need to make an investment in a new business software system if the current one is … Continue reading

Posted in Accounting Systems Design, CFO Services, Cloud Computing, Los Angeles | Tagged , , , , , , , , , , , , , , | Leave a comment

Overcome the Hurdles and Get the Business Loan You Deserve

This week’s post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Although there have been signs that the economy is improving, it can still be a struggle for an even healthy Los Angeles or Southern … Continue reading

Posted in Business Loans, CFO Services, Debt Financing, Financing | 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

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

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