by Tommy Delello | Aug 22, 2025 | Business Succession
Arguably, the most crucial phase in the life of a business is the one in which the business owner is often the least prepared for: their succession and exit from the business. Whether succeeded by a family member, management team, the company’s employees (via an...
by Tommy Delello | Aug 20, 2025 | Business Succession
A significant hurdle that must be cleared before any business sale or succession is eliminating the business’s reliance on the exiting owner. A 2023 U.S. Exit Planning Association study found that only 2 out of 10 business owners believe their business could operate...
by Tommy Delello | Jul 28, 2025 | Risk Management
When a business approaches a sale or ownership transition, the focus often falls on numbers—valuation, multiples, and tax implications. But beneath the financial modeling lies a quieter, often underestimated threat: transition risk. This operational and structural...
by Tommy Delello | Jul 23, 2025 | Risk Management
Business transitions, whether a sale, merger, or succession, are complex events fraught with risk. Many owners focus on visible operational issues but overlook critical financial and legal risks that can significantly impact enterprise value, delay closings, or even...
by Tommy Delello | Jul 23, 2025 | Tax Planning
The “One Big Beautiful Bill Act” (OBBBA) presents a strategic window for buyers and sellers to act before the market fully prices in the changes. For sellers, the bill presents an opportunity to enhance valuation through improved cash flow, permanent tax relief, and...
