An owner retaining a building after the sale is a very common practice we see in M&A transactions. This can be a source of cash flow after selling the business. In this video, Ryan Campbell, CPA, CGMA, CVA, Partner in Charge for our Pensacola office, talks about the valuation process, including cash flow adjustments and more. If you have business valuation questions, please reach out to our team to discuss your options. Connect with an experienced team who can support you. Learn about working capital adjustments If you prefer to read this content, the video transcript is below. One major ..read more

Are you thinking ahead to your M&A negotiations and wondering what the best method is to resolve sticking points that may arise? In this video Partner Ryan Campbell, CPA, CGMA, CVA describes the sticking point of working capital adjustments and how those affect M&A negotiations. Connect with an experienced team who can support you. Learn about three business valuation methodologies, including pros and cons. The post Business Valuations for M&A: Working Capital Adjustments appeared first on Anglin Reichmann Armstrong ..read more

“What Am I Walking Away With?” When selling a company, a determination needs to be made about whether it will be an asset sale or stock sale transaction. In this video, Andrew Labosier, CPA, CVA,   explains the differences between these two options so you can determine which one is right for you. The team at Anglin Reichmann Armstrong will pursue a different study or calculation process depending on the type of sale, and each results in a different business valuation. Explore the tax implications of a stock sale vs. an asset sale by connecting with our experienced business valuation ..read more

How do you know when you need a full study or if a calculation of business value will be sufficient? For business sale or dissolution, business merger, a transfer of ownership or a divorce, spend your time – and money – wisely when determining the value of your business. In this video, Manager Andrew Labosier, CPA, CVA shares which valuation reports are necessary in different situations and why. Connect with an experienced team who can support you. See three reasons for a business calculation of value. The post Do I Need a Calculation or a Full Study? appeared first on Anglin Reichmann Armst ..read more

Are you thinking ahead to your M&A negotiations and wondering what the best method is to resolve sticking points that may arise? In this video Partner Ryan Campbell, CPA, CGMA, CVA describes the sticking point of working capital adjustments and how those affect M&A negotiations. Connect with an experienced team who can support you. Learn about three business valuation methodologies, including pros and cons. The post Business Valuations for M&A: Working Capital Adjustments appeared first on Anglin Reichmann Armstrong ..read more

Grooming the right leadership team or bringing new owners into your company must be carefully orchestrated. Future owners need to match your goals for transfer of ownership, but they should also mesh well with daily operations and employee expectations. If you plan to exit gradually, your chosen successor must also be open to your continued involvement and guidance. The vetting process might feel like dating, and the final arrangement might feel like a marriage. With that in mind, you want every opportunity to choose your future leaders wisely. Assess Yourself First Most matchmaking profiles s ..read more

There are multiple business valuation methods to choose from when valuing a closely held business. Each one has its own pros and cons. In this video Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA describe three common methods: the book, market and income methods of a company valuation. Partnering with an experienced business valuation consultant allows you to determine the pros and cons of each method as it pertains to your business situation and transition goals. Contact our team at Anglin Reichmann Armstrong to help you get started. Are you ready to develop a ..read more

Many due diligence factors should be reviewed when considering a merger and acquisition. In this video, Certified Valuation Analysts, Ryan Campbell and Andrew Labosier, describe these factors besides EBITDA that impact M&A. EBITDA and calculating multiples is an easy route to valuation, but not as accurate as applying adjustments, such as; owner compensation, discretionary expenses and related third-party expenses. Are you ready to develop a succession plan or exit strategy? Our certified valuation analysts offer a no-obligation consultation to discuss your goals. Plan ahead for ..read more

When creating a succession planning strategy, you may be thinking through who will take ownership of the company. Keep time on your side during the succession planning process. In this video Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss the importance of connecting with an advisor sooner rather than later when planning for the future and transfer of ownership. A calculation and/or full valuation of your business supports a stronger ownership position over time. By knowing your business value, you can build value into the company while identifying the right option ..read more

A business valuation may be needed when thinking through your gifting and estate planning strategy, such as with inherited shares from a business. In this short video, Ryan Campbell, CPA, CVA and Andrew Labosier, CPA, CVA discuss common gift and estate tax planning scenarios when it’s beneficial to get a valuation. Reach out to learn if it’s a good idea for you. Are you ready to explore tax-smart estate and gift planning options? Our certified valuation analysts offer a no-obligation consultation to discuss your goals. Plan ahead for your estate. Request a conversatio ..read more