Newsroom


Exit Planning Awareness Event

Wednesday, September 28, 2016

You are cordially invited to participate in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United States and Canada will be retiring (the baby boomer generation born between 1946 and 1964). It is estimated that one of every two privately held businesses will transition during this period, representing in excess of $10 trillion in wealth, the largest wealth transfer in the history of mankind.
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Tax-Affecting S-Corporations: The Fight is Not Lost!

Friday, July 01, 2016

The valuation community has gone head to head time and time again with the Internal Revenue Service when it comes to tax-affecting S-Corporations, and history reflects that the Tax Courts have sided with the IRS’s position time and time again.
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3 out of 4 Business Owners Profoundly Regretted Selling their Business 12 Months after the Sale! Here's Why...

Wednesday, June 08, 2016

How would you answer the following three questions?
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Do You Have An Exit Strategy In Place? Stage One: Value Creation

Saturday, April 30, 2016

As an entrepreneur, you’ve spent time building your business and it might be in the startup phase, growth phase or might be a mature and established business. In any stage of business you should have a plan in place to exit out of the business.
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It's Time for the National Center for Employee Ownership (NCEO) 2016 Annual Conference

Wednesday, April 06, 2016

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Now is the time to Consider Selling Your Business

Sunday, March 06, 2016

Despite concerns about the continuing strength of the economy, middle market companies have shown remarkable pricing resilience -- however, nothing good lasts forever.  Although valuations appear to be holding steady, the number of middle market sale transactions declined to a 20 year low for the month of January 2016.  This result indicates that buyers are becoming cautious about completing transactions.  If this uncertainty persists, history shows us that valuations will go down.   As a result, if you or your clients have been thinking about selling, now is the time.  Read More


EXIT STRATEGY - CONSIDERATIONS WHEN SELLING A BUSINESS!

Sunday, October 04, 2015

Selling a business is the most popular exit strategy for business owners.  In some cases, there are no successors who want to continue the business; in others, it was always the business owner's plan to sell the business at a certain point in time.  Whatever the reason for wanting to sell, the following considerations for the sale of a business will help to sell the business and secure the best sales price for the company.  Read More


Setting the Valuation of Your Early-Stage Food Business

Friday, September 18, 2015

Webinar: Setting the valuation of your early-stage food company with valuation expert, Melisa Silverman, hosted by Food Centricity.  On Wednesday, September 30, 2015 from 11:00 am - 12:00 pm PT, Melisa Silverman, President of Avenue M Advisors®, Inc., will explore business valuations for start up companies, share examples of recent business valuations, the reasons for the valuations, the value that business valuations can provide and the results to each business. Read More


The Undiscovered Country: What Must Be Found in an IP Audit

Friday, September 18, 2015

The IP Practice Section of the California Bar will hold their annual conference on November 15-16, 2015 at the Westin Mission Hills in Rancho Mirage, California.  On Thursday, November 15, 2015 from 9:00 am - 10:00 am a general session will be held on The Undiscovered Country: What Must be Found in an IP Audit.  This panel will provide a comprehensive overview of the essential IP portfolio information that must be identified and understood in a competent, useful IP audit.  Read More


Acquiring a Company? Selling a Business? Understand the Value ...

Friday, August 08, 2014

Is your company in acquisition mode? If your company is in the process of acquiring other companies for complementary products or services or for strategic reasons, such as a strong customer base or to eliminate a competitor, then you should have the company to be acquired valued or have a quality of earnings analysis performed to ensure that your company is not overpaying for the business.

 

In recent years, companies have been entering into acquisitions without proper due diligence or obtaining an independent valuation of the business and after the fact they learned that the business was not worth the premium paid for the business.

 

Are you a business owner thinking about selling your business? If you are a business owner contemplating or in the process of selling a business, do you know the real value of the company? Most owners of companies believe that the value of their company consists of the fixed and tangible assets.

 

For many companies, the largest asset in the company is the intangible asset value. This value may consist of discrete intangible assets in the form of intellectual property (IP), proprietary processes, patents, copyrights, trademarks, brands, etc. Or the value may entail the non-discrete intangible assets in the form of professional or personal goodwill value that is generated by the company’s human capital. Many companies do not include intangible asset value in the purchase price when they list the business.

 

Before listing the business for sale and definitely prior to entering into a letter of intent to sell the business, have a business valuation performed on the business to understand the components that make up the value in the business. This will aid the business owner to better negotiate with potential buyers and have compelling support for the listing price. In other words, negotiate from a position of strength.

 

Don’t be a seller who leaves millions of dollars on the table because you didn’t understand the real value of your business.


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