Transaction Advisory
How Life Sciences May Be Affected by New Administration Tax Policies
In this article: For clients in the life sciences, tax policies often hinge on a shifting political landscape. This means, each new administration may signal changes that could reshape strategies in the coming year and beyond. Understanding emerging policies will be key in 2025 for areas like M&A timing, R&D cost management, and structuring for […]
Maximize Your Business Sale Value: Why Accurate Financials Matter
In this article: Businesses considering a sale, merger, Unsolicited Friendly Offer (UFO), or even a partial sale in exchange for a significant outside investment typically hear one piece of advice: Ensure your books are in order. Clean, accurate, and up-to-date financial records are essential for transaction success, particularly as prospective buyers or investors demand greater […]
Company Wind Down Best Practices
Nobody enjoys contemplating a business’s failure, but it’s a possibility even for the biggest and most complex companies. When dissolution is imminent or inevitable, there are ways to plan proactively to help minimize financial loss, meet legal obligations, optimize asset valuation, and protect a company’s reputation and relationships. Because the process is so complex, having […]
AUP vs. QofE Reports in Business Acquisitions
Could Agreed-Upon Procedures (AUPs) serve the purpose of a Quality of Earnings (QofE) report for certain business acquisitions? Buyers engaging in or evaluating potential transactions, mergers, or acquisitions (M&A) need to assess the true value of a business’s assets, liabilities, and intellectual property. Proper due diligence can be used to pinpoint synergies among entities, offer […]
Cannabis Business Owners: Are you ready for an exit?
Cannabis Business Executive (Nov 2021) – Consolidation is a defining aspect of the cannabis industry in its current stage. Mergers and acquisitions are mounting at a breakneck pace. Those who want to capitalize on the sector’s appetite for acquisitions need to evaluate three key considerations if they are poised for an exit:
Cannabis M&A: are you ready for an exit?
The cannabis market is young, fragmented, and growing fast. While the U.S. continues to hedge on federal guidelines and states slowly adopt standards for legalization, the mergers & acquisitions marketplace is incredibly active. Owners and investors with an eye on an exit should ensure they have the right infrastructure in place to present themselves as […]
Business Exit Strategy Planning From All Angles
A significant part of AAFCPAs’ Transaction Advisory Services practice involves convincing business owner clients to plan for an exit well before they are actually ready to leave the business. When asked when they should start planning, we often say “the day you start your business.” Realistically, a meaningful strategy can be put in place 3-5 […]
AAFCPAs’ David Consigli to Present on Financial Valuation of Business Assets in Divorce
David Consigli, Jr., CPA, ABV, CPVA, CDFA, AAFCPAs’ Director of Business Valuations, will lead a complimentary educational webinar on Thursday, January 21st, titled “Legal Strategy and Financial Valuation of Business Assets.” Dave, and a panel of vetted professionals, will share strategies when dealing with the financial valuation of business assets, family businesses, marital assets, and […]
AAFCPAs David Consigli, CPA, ABV to Present at Academy of Professional Family Mediators
David Consigli, Jr., CPA, ABV, AAFCPAs’ Director of Business Valuations, will lead an educational Webinar on February 25th titled “Introduction to Business Valuation” for members of the Academy of Professional Family Mediators (APFM). Dave is passionate about creating client-centered processes for resolving conflict. 100% of divorces involve financial settlements, and in an effort to resolve […]