Are you thinking about buying or selling a business? We can help you make the best deal possible. Even if you are working with a brokered deal, make sure you have someone on your side to give you the advice to make sure the deal is in your best interests. We offer services to assist you throughout each step of the process.
ROBS Financial Analysis
Compare the short and long-term costs of financing using various options to purchase your business.
Determine how using a ROBS (Rollover For Business Start-Up) Plan affects your tax and compensation options.
Analyze the administrative costs of ROBS versus traditional financing
Discuss asset purchase vs. stock purchase considerations
If Purchase: We will look at financial statements and tax returns of the seller and provide you with questions to ask in your investigation and discuss risks
If Sale: We will coach you on answering potential questions of the purchaser and information to be provided
Discuss tax ramifications and structure of sale for your best interest interest
Expected time frame: up to one month
Includes up to three strategy sessions in addition to email advice
Begins at the time the Letter of Intent is in place
Finalize tax ramifications and structure of sale for your best interest
Advice on entity selection for resulting business
Assistance with the formation of your new entity (additional fees apply)
Record fixed assets purchased or sale of fixed assets
Prepare Asset Acquisition Statement for IRS filing
Expected time frame: up to 2 weeks
Includes one strategy session for discussion in addition to email advice
we are with you
Get a Plan Together
Do yourself a solid and stop spinning in chaos—design a way forward and write it down. A blueprint for managing your life and your business will save you countless hours of counting sheep.
Kickstart your financial freedom with a free consultation. Click the button to get started.