It’s been estimated that the owner of a typical small- to medium-sized business has up to 90% of their personal net worth tied to their business. Their retirement plan is simple: Sell the business for a whole lot of money…
Since 1974 when Congress first created the tax incentives for employees to become shareholders with the creation of Employee Stock Ownership Plans (ESOP), nearly 14 million employees own stock in over 7,000 companies through ESOPs. It ranges from companies as…
By: Len Russek, Transworld M&A Advisors Starting in 2018, the New Tax Law will have a “yuuge” impact on middle market businesses. This is true whether you are at the point in life where it’s time to sell or if…
Wealth managers and personal financial planners today counsel their clients on the benefits of having an Exit Plan for the ownership of their closely-held business. When a sale to an outside buyer is the strategy chosen, one of the first…
Recently I attended the visitation and funeral of a very successful businessman who started a precision metalworking company in a small, Midwest town that has grown to become a $145M, multinational company. An anonymous employee who had never personally met…
By Len Russek Managing Director, Broker Transworld M&A Advisors From time to time, owners of mid-size businesses receive calls or letters from potential buyers expressing interest in acquiring their business. Most owners are flattered to be courted, even if it’s…
By Mike Ertel, CBI, M&AMI, CM&AA Managing Director, Broker Transworld M&A Advisors Regardless of the sweat equity you may have invested in building your business, when you put your business up for sale, a prospective buyer will value your business…
PRESS RELEASE: Peter Berg of Transworld M&A Advisors advises Tallowmasters in the transaction – June 5, 2017 /EINPresswire.com/ — TALLOWMASTERS TRANSACTION WITH DARLING INGREDIENTS Medley, FL – Darling Ingredients Inc. (NYSE: DAR) has acquired the assets of Tallowmasters, LLC, a family…
What’s a Recap and Why Should I Care? By: Len Russek Definition: A Recapitalization or Recap is a financing technique used typically by private equity investors to invest in privately-held businesses that allow the existing owner to restructure the debt…
One might think that calculating net working capital is a relatively simple exercise — current assets less current liabilities. However, this simple exercise can turn into a very complicated calculation during a transaction process. At a time when both buyers…
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