Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.
Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners
Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.
Meet the Chairman: Jeff Swiggett and M&A Source in 2022
John Dalton: Run to Own = Run to Sell
Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller
Rick Marchese: Sell-side Modeling to Maximize Value
Rich Mowrey: How to Use Business Valuations to Close Better Deals
Bill Loftis: Helping Sellers Identify the Most Suitable Buyer and Transaction Structure
Jim Afinowich: Managing an M&A Auction in the Lower Middle Market
John Howe: Building a Sustainable M&A Practice
Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms
Alex Mazer: Turnaround Situations
Bob Wegbreit: Transaction Data During Downturns
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