In today’s active mergers and acquisitions climate, businesses in high growth mode or investors seeking to add more companies to their portfolios routinely pursue new acquisition targets. One example of…
Recent Insights
My Company Got an Unclaimed Property Letter from PA – Now What?
Has your organization received letters from the Pennsylvania Treasury requesting remittal of unclaimed property? Since changes to the Commonwealth’s Unclaimed Property Act took effect in September 2016, state officials have…
Should I Sell My Business to a Key Employee? Part Two: Four Tips for Designing the Transaction
Business owners nearing retirement owe it to themselves and the hard work they invested to consider all available exit strategies, including a sale to one or more key employees. In…
New IRS Regulations Curtail PA EITC Benefits: What It Means for Donor Businesses
As the IRS works to put tax reform into practice through regulatory language, there have been ripple effects for several popular strategies, including the federal treatment of charitable contributions made…
Should I Sell My Business to a Key Employee? Part One: Six Reality Checks
Building and running a successful business is hard work and involves a significant portion of your personal wealth and time. As retirement approaches, owners considering the sale of their businesses…