Introduction During the past 8 years there has been a lot of attention cast on saving energy because the cost of energy has become extensively higher, sometimes by the month. We have seen gas go from approximately $1.35 per gallon…
The Tax Court has held that a buy-sell agreement was irrelevant in the valuing of closely held stock. In the case, the owner / decedent held a controlling interest in the business. His brother-in-law was also a part owner in…
Q: I have begun estate planning this year. How much is the estate tax exemption this year? A: The estate tax exemption is $3,500,000 until December 31, 2009. Q: Is my business worth more or less this year due to the…
Often when a serious buyer gets ready to make an offer to acquire a business, he/she begins to question just how low of an offer can they make and still succeed. Certainly, every buyer is entitled to negotiate the best…
Introduction Thousands of people own corporations for the purpose of conducting business while limiting liability. What many people don’t realize is that the limited liability is effective only if certain requirements are met. One of the requirements to avoid losing…
The IRS disallowed a taxpayer ordinary and necessary business expense deductions because the business was not actually operated in the year for which the expenses were claimed. The taxpayer indicated expenses were incurred in carrying on a software business. However,…
Q: I am operating a business. As of last year, the company had a loss or no income at all. Do I have to file a tax return this year? A: It is absolutely best to file a tax return each…
Almost without exception, all business sellers would prefer to get 100% of their selling price in cash at closing – and for some very good reasons. Most sellers have heard horror stories about other sellers who sold their business for…
Thousands of small- to medium-sized businesses sell privately every year, so why use a professional M&A Advisor? There are several reasons, but in my experience most of my clients say they chose me to help them get the best possible…
A nightmare scenario for most business owners is to learn that rumors are spreading among their employees, customers, vendors, bankers and competitors that their business is for sale. It’s only human nature for most people to suspect the worst until…
Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Transworld M&A Advisors and Finalis Securities LLC are separate, unaffiliated entities. This website is operated by Transworld M&A Advisors, a privately held Florida limited liability company. Transworld M&A Advisors provides financial and strategic advisory, consulting services, mergers and acquisitions services. Transworld M&A Advisors is not a registered broker-dealer, and Finalis Securities LLC and Transworld M&A Advisors are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck