Guides
How the IRS taxes asset sales differently from stock sales
Asset sales and stock sales land the same price in two different tax bills, and the split shows up on IRS Form 8594's asset allocation schedule.
Guides
Structuring an earnout when selling a business: stage order, the 12 to 24 month window, Section 1060
Earnout structure when selling a business: the stage order, the 12 to 24 month window, metric controls, and the Section 1060 tax character of each payment.
geralt / PixabayGuides
Normalizing owner salary before listing a business: stages, proof and timing
Normalizing owner salary before listing: role inventory, wage benchmark, S corporation test, written method note, prerequisites, timing, and common questions.
nattanan23 / PixabayRules
Seller financing in a business sale: what the promissory note should include
Seller financing terms in a business sale: what the promissory note has to state, who files the UCC-1 and what a lapsed lien costs the seller.
Robbins, Prospect K / Wikimedia CommonsGuides
How the IRS taxes asset sales differently from stock sales
Asset sales and stock sales land the same price in two different tax bills, and the split shows up on IRS Form 8594's asset allocation schedule.
stevepb / PixabayGuides
What SBA 7(a) and 504 acquisition loans require: equity, guarantees, Form 1919
SBA 7(a) and 504 rules for buying a US business: the 10 percent equity injection, Form 1919, personal guarantees, collateral and 13 CFR Part 120 tests.
Edar / PixabayIndustry
How Software Buyers Assess ARR, IP and Engineer Retention
Firm valuation in software deals depends on ARR quality, intellectual-property ownership, engineer retention, customer risk and deal structure.
photostockeditor / PixabayFeatures
Chicago family business sales: buy-sell deals, tax and notes
How a Chicago family business changes hands: the buy-sell agreement, redemption or cross-purchase, family notes, estate tax filings and what stalls a deal.
Ralphs_Fotos / PixabayRules
Hart-Scott-Rodino filing thresholds and what US sellers must disclose
Firm valuation transactions that cross HSR filing thresholds need a premerger notification, a waiting period and full seller disclosures to the FTC.
sergeitokmakov / PixabayStart here
Guides
What SBA 7(a) and 504 acquisition loans require: equity, guarantees, Form 1919
SBA 7(a) and 504 rules for buying a US business: the 10 percent equity injection, Form 1919, personal guarantees, collateral and 13 CFR Part 120 tests.
Industry
How Software Buyers Assess ARR, IP and Engineer Retention
Firm valuation in software deals depends on ARR quality, intellectual-property ownership, engineer retention, customer risk and deal structure.
Features
Chicago family business sales: buy-sell deals, tax and notes
How a Chicago family business changes hands: the buy-sell agreement, redemption or cross-purchase, family notes, estate tax filings and what stalls a deal.
Rules
Hart-Scott-Rodino filing thresholds and what US sellers must disclose
Firm valuation transactions that cross HSR filing thresholds need a premerger notification, a waiting period and full seller disclosures to the FTC.
Features
Valuation Transactions in New York: Dispute Overview
Valuation transactions in New York involve earn-out and shareholder disputes over contract terms, buyout valuation, expert testimony, and court procedures.
Latest from Firm Valuation Transactions
Guides
Structuring an earnout when selling a business: stage order, the 12 to 24 month window, Section 1060
Earnout structure when selling a business: the stage order, the 12 to 24 month window, metric controls, and the Section 1060 tax character of each payment.
Guides
Normalizing owner salary before listing a business: stages, proof and timing
Normalizing owner salary before listing: role inventory, wage benchmark, S corporation test, written method note, prerequisites, timing, and common questions.
Rules
Seller financing in a business sale: what the promissory note should include
Seller financing terms in a business sale: what the promissory note has to state, who files the UCC-1 and what a lapsed lien costs the seller.
Guides
How the IRS taxes asset sales differently from stock sales
Asset sales and stock sales land the same price in two different tax bills, and the split shows up on IRS Form 8594's asset allocation schedule.