Welcome to the inaugural edition of the “M&A Update”, a free monthly newsletter brought to you by The Bradway Group, specialists in lower middle market mergers, acquisitions and divestitures.
We’re extremely pleased to be able to partner in this endeavor with Dr. Bart Basi of The Center for Financial, Legal & Tax Planning, Inc. Dr. Basi is a nationally recognized author, lecturer, and advisor on how to structure deals to minimize taxes. Frequently – and particularly in lower middle market deals – this be make the difference between getting the deal done, and watching the deal fall apart.
In this and coming editions of the M&A Update, Dr. Basi will be sharing some of his insights & experiences, including case studies of deals that he’s saved.
We hope you’ll enjoy this monthly newsletter and we welcome your comments on topics you’d like to see covered in these few pages. E-mail your comments and suggestions to me at ertel@bradwaygroup.com
In the meantime, if you or someone you know is thinking of buying or selling a middle market company, and would like professional representation in preparing and executing the marketing & sales phase, we’d be pleased to hear from you.
By: Mike Ertel, Transworld M&A Advisors