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...
by Tommy Delello | Jul 8, 2025 | Tax Planning
The line between buyers and sellers is shifting, and it’s happening fast. On one side, nearly 60% of wealthy investors are considering starting their own business. Meanwhile, more than 40% of current business owners are preparing to exit. That overlap creates not just...
by Tommy Delello | Jul 2, 2025 | Tax Planning
Most business owners understand they won’t be at the helm of their company forever. Eventually, someone else will need to take over. But having that awareness isn’t the same as having a plan. About 88% of business owners had no written plan for transitioning out of...
by Tommy Delello | Jun 20, 2025 | Risk Management
Business transitions are complex, with many risks affecting an organization’s value and continuity. Understanding and mitigating these risks is critical for owners preparing for an exit from operational disruptions to financial vulnerabilities. Employee...
