Multiemployer Pension Plan

NEWS

If you talk with anyone in private equity, they will typically tell you they are looking for companies with high barriers to entry, EBITA margins above 10%, recurring revenue, and finally, no unions. Although companies withcollective-bargaining agreements with unions can present challenges, they can also be good investments.Typically, collective-bargaining agreements between a company and a union [?]

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Growth Through Acquisition in the Construction Industry

NEWS

Acquisitions are a strategic tool that can be used by a contractor when looking to grow outside of organic opportunities. For a contractor who is looking to grow through acquisition, there are many things to consider such as, strategic fit, geographical location, and culture to name a few. What is of equal importance is if

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Construction Business Valuation

NEWS

Business Valuation Fundamentals for the Construction Industry There are several reasons the owner of a construction company may require a business valuation, the most common being a potential sale of the business. Other reasons may include gifting stock to family members, funding phantom stock plans, and succession planning. Although the reasons for the valuations are

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Selecting Add-On Acquisition Targets in the Industrial Distribution Industry

NEWS

Making the decision to pursue a growth by acquisition strategy in any industry can be a complex and timely undertaking. Part of the initial growth by acquisition strategy involves the leadership team of the acquiring company to develop key criteria to help guide the selection of add-on acquisition targets. Establishing criteria and weighing the importance

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Paycheck Protection Loans, M&A, and Start-Ups

NEWS

At first, it would appear M&A and start-ups have very little to do with SBA?s Paycheck Protection Program (PPP). However, the complexity of a business?s life cycle can prove to be a legislative challenge. SBA provided expanded guidance in an Interim Final Ruling (IFR) on the changes to PPP in the Consolidated Appropriations Act, 2021.

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Enlist a Buy-Side Adviser to Gain the Advantage

NEWS

By David Pease Mergers and acquisitions represent a key strategic growth tool for business owners and executives in today?s business environment. Given the desire and popularity for growth by using this approach, opportunities to acquire targets have become increasingly more difficult to source in a competitive climate with a growing number of strategic and financial

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Financial and Tax Matters Associated with Acquiring or Selling a Business

NEWS

Insights from the co-founder of a CPA firm Joe Pease?s passion for helping entrepreneurs fulfill their dreams is rooted in his own career experience as an entrepreneur in the certified public accounting industry. This ability to relate to his clients, combined with 35 years of expertise in handling hundreds of mergers and acquisitions, gives Joe

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Don?t Let Compensation Disparities Drag Down Your Deal

NEWS

One of the many seemingly minor issues that can become a big deal during an acquisition is the compensation of key employees. If either newly acquired or long-time employees are unhappy with the compensation decisions you make now, it has the potential to upset the integration process. So it pays to address compensation issues early

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FOCUS APPROACH

Our priority is working directly with our clients to develop a unique strategy to meet their goals.

TRANSPARENCY

We stay in direct contact with our clients throughout our process to ensure we meet their stated criteria accurately.

RESULTS DRIVEN

We routinely provide our clients with our results in addition to valuable performance analytics.

FLEXIBILITY

Recognizing that every client‘s needs are different, we offer a flexible service model and fee structure.