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Operating a “Sale Ready” Business
Merger and acquisition (M&A) transactions can be daunting endeavors for both buyers and sellers. That's why putting a financial expert proficient in valuation methods on your side, whichever side it may be, can help reduce guesswork and give you a better shot at a winning deal.
Stage 1: Pre-Deal Assistance
Financial experts can assist sellers in the early stages of…Read More -
Protect Your Most Prized Possessions
One of the most costly - yet easily prevented - disasters for any business is the failure to secure ownership of intellectual property (IP).
Here are the details you need to know.
Under the law, the ownership of copyrights and inventions may actually belong to your independent contractors and employees, unless there is a prior written agreement to the contrary.…Read More -
Why I Joined The Fahrenheit Group. And, What Makes this Firm so Different…
As I launch the Carolinas practice for The Fahrenheit Group, I have received many congratulatory emails, which have included a common question, “why did you join The Fahrenheit Group?” So, I thought I’d take this opportunity to share my answer to that question – and the principles that guided my career decision.
Some people believe there are no chance meetings…Read More -
How CEO’s of Growing Companies Arm Themselves to be Competitive
In today’s business climate, remaining competitive is more difficult for small and middle market businesses, particularly when they do not have the full suite of executive brain power at their disposal. This is mostly due to critical mass or financial limitations in order to afford these executive positions, or frankly, to keep those executives completely engaged in the business. An opportunity for…Read More -
Fifty Shades of Green
You recycle your trash, buy only CFL or LED light bulbs, take your re-usable tote bags to the grocery, and maybe even drive a hybrid car, but are you still confused by all the Green marketing that you see on a daily basis? Do you wonder what it all means and what, if anything, you can you do to be…Read More -
The Advisor’s Impact on the Sale: Maximizing Exit Value
Scott Ukrop An entrepreneur’s most significant financial payoff for all the late nights, weekends and tremendous amounts of hard work often comes in the form of an exit event. Even if the entrepreneur isn’t considering exit options throughout the life cycle of the business, the investors most certainly are. However, what is the best way to maximize the outcome for…Read More -
Back to Business
As we wind down our summer vacation schedules (and for those of us with children not a minute too soon!) it’s time to look ahead into Fall and down the road to 4th quarter. A little time spent now planning for the rest of the year will most assuredly spare your company stress and anxiety when the year-end scramble begins.…Read More -
Bringing Jobs Back to the USA
Reshoring remains a hot trend among U.S. businesses. In June, the Reshoring Initiative reported that the United States outpaced Canada and Mexico between 2010 and 2014 in bringing back the most jobs to domestic soil. In the summer months, we celebrate American independence and ingenuity. Another way business owners can show patriotism is to consider whether it makes sense to…Read More -
Watch Out for Unfavorable ‘Related Party’ Rules
Beware of the tricky "related party" tax rules if you are considering buying or selling business assets or an ownership interest (corporate stock or a partnership or LLC interest).The Internal Revenue Code contains a number of rules aimed at penalizing sales between individuals or entities that are considered closely connected and thus more likely to try to beat the federal…Read More -
Time to Take Another Look at High-Deductible Health Plans?
Enrollment in high-deductible health plans (HDHPs) could gain traction soon, as employers begin to focus on a very attractive feature: These plans have a demonstrated ability to control costs. Also, there is a growing urgency among employers to avoid exposure to the Affordable Care Act's "Cadillac tax," which is scheduled to take effect in 2018. These factors may cause some…Read More -
Turning 65 isn’t for the Uninformed!
As we navigate our lives we face a steady stream of choices that will most certainly impact our long-term financial health. Should I buy that awesome new car or save the dough on a used one? Should I rent or buy a home? If I buy, is it better to take out a 15 or 30 year mortgage? Traditional or…Read More -
Train Employees to Avoid Inadvertent Cyber-Security Breaches
The saying goes, there are only two kinds of companies — those that have been hacked and know it, and those that have been hacked, but don't know it. Perhaps that's an exaggeration, but the truth is that your employees may inadvertently invite cyber criminals into your company's computer systems.
Small business owners often lack the resources to enact a…Read More
Disruption-Proofing Your Business
Wednesday, July 23
2:00–3:00 PM EST
Virtual
In this session we explore how to anticipate and navigate disruption using a strategic framework drawn from the U.S. Intelligence Community.