Podcast

Selling a business? Learn why estate planning before signing an LOI can help preserve wealth, transfer appreciation and benefit future generations.

Explore estate and gift tax planning strategies before a business sale, including charitable giving, donor-advised funds and charitable remainder trusts.

Learn the timeline for selling a business, from preparation and buyer outreach to evaluating offers and closing the deal. Listen now.

Selling a business? Learn why owners hire investment bankers to increase valuation, attract more buyers and improve the chances of a successful deal.

Learn how representations and warranties insurance (RWI) can reduce seller risk, impact escrow requirements and influence due diligence during MA& transactions.

What fraud risks should buyers evaluate during tax due diligence? Learn how tax add-backs and IRS challenges can affect post-transaction tax exposure.

Learn how sell-side due diligence helps sellers identify risks, address buyer concerns and prepare for a successful business sale.

Learn why an audit isn’t a substitute for sell-side due diligence & how EBITDA and working capital analysis can help sellers prepare for a transaction.

Planning to sell your business? Rethink retirement planning and learn why cash flow matters more than a target number — especially in volatile markets. Listen now.

Learn how add-backs influence valuation, tax exposure and deal readiness for business owners preparing to sell.

Sometimes buyers see what sellers miss. In this episode, we explore hidden financial gaps and what sellers should fix before a transaction.

Understand economic nexus, P.L. 86-272 and state sales and income tax thresholds after Wayfair v. South Dakota. Learn what triggers filing obligations.