This due diligence request list will help you understand what documents are required for due diligence and when a buyer is requesting too much info.
Biden’s proposal for taxing capital gains as ordinary income has the potential to have a huge impact on investors, especially those with a relatively big investment in the stock or bond markets.
There are forms of concentration such as vendor, geographic, industry and employee concentration that can also affect valuations depending on your size. Let’s take a look at them in detail.
Listen up, if you are really serious about selling your company for the highest price, then you really need to understand what a Quality of Earnings Report is (also known as Q of E). I didn’t do this for the sale of my previous company, and wish I had.
I didn’t hire an M&A advisor, but in hindsight it was probably one of the worst mistakes I made! Why didn’t I engage an advisor? I didn’t want to pay out any more of my proceeds and I was already paying a good chunk in legal fees.