Tag: Mergers and Acquisitions

Determining Value for a Company

By Daniel R. Siburg, CPA, CVA & Howard Fisher Many business owners believe their companies have unique characteristics, which buyers will value highly, regardless of revenue volume and profitability.  Based on this notion these owners also believe that conventional valuation approaches and methods are not applicable for their companies.  While it is true that each…
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What Creates Value in Your Company?

By Daniel R. Siburg, CPA, CVA and Howard W. Fisher Long before you are ready to think about selling your company, you may want to think about what creates value in it.  The following are key factors in creating value. Seller’s Reputation Your business is known for its character and reputation in the industry.  Your…
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When You’re Selling Your Company: Key Choices, Key Moves

By Daniel R. Siburg, CPA, CVA  and Howard W. Fisher After careful consideration, you have decided to sell your company and turn your equity into cash, diversifying your personal wealth.  Two basic types of transactions are available: asset purchase or stock purchase. An asset purchase is the most common form of a business sale transaction…
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How Acquisitions Succeed

By Daniel R. Siburg, CPA, CVA and Howard W. Fisher A company that plans its acquisitions strategy in advance of a transaction will greatly improve its likelihood of executing a successful acquisition. A well thought out acquisition process helps a company to focus on establishing a plan and achieving the goal of acquiring the right…
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100-Day Employee-Integration Plan for Mergers and Acquisitions 

By Bruce Haseley, SPHR, and Daniel R. Siburg, CPA, CVA Before employees who were part of a merger or acquisition can commit to a new business organization that resulted from the transaction, they need the answer to the one question they all share: How does this affect me? A 100-day employee-integration plan and an effective…
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Implementing a Business Exit Strategy

By Daniel R. Siburg, CPA, CVA and Howard W. Fisher Business owners need to have a complete understanding of how to successfully prepare a business for sale, which will save time and reduce the stress that goes along with implementing an exit strategy. The process of selling a business is stressful unto itself, with due…
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Letters of Intent: An Underused Tool to Get a Deal to “Done”

By James P. O’Sullivan, Esq. & Daniel R. Siburg, CPA, CVA Entrepreneurs seeking to buy or sell businesses may start the process informally, but all deals conclude with some form of binding written agreement. A preliminary and often largely nonbinding document called a “letter of intent” (LOI) or “memorandum of understanding” can be a great…
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Eight Essential Elements of an Exit Strategy for Business Owners

By Daniel R. Siburg, CPA, CVA and Stephen E. Koons, CPA/ABV/CFF, ASA All business owners will need to transition their businesses to new owners at some point in time. The new owners could be business partners or family members, and transactions range from management buy-outs to outright sales of the businesses on the open market.…
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