Services: Exit Planning

Treating a Stock Purchase as an Asset Acquisition

When it comes to acquiring a business, stock and asset purchases have their advantages and disadvantages but there might be a way to combine the best of both worlds. This article explains how a Section 338 election might suit the interests of the buyer and the target company.

Installment Sales Can Be a Win-Win for Buyers and Sellers

For federal income tax purposes, an installment sale is when at least one payment of proceeds from an eligible sale is deferred until after the end of the tax year in which the sale occurs. This setup can be beneficial for a buyer that doesn’t have enough available cash to immediately pay the full purchase…

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Tax Considerations of Earnouts when Buying or Selling a Business

Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in many deals. The structuring of such transactions could have significant tax implications that affect the ultimate value for both parties. The Basics Earnout provisions generally…

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Top 10 Tips for Beginning Your Exit Plan in 2021

By Walter Deyhle, CPA/ABV/CFF, MAFF, CExP™, CEPA, Tax Partner and Director of Exit Planning Division Is 2021 the year you will begin planning your future exit from the company? It might be the smartest resolution you ever make. Studies show that business owners who are the most successful in exiting their businesses begin planning their…

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GRF CPAs & Advisors Makes List of Best Firms for Young Accountants

Following GRF CPAs & Advisor’s (GRF) recognition earlier this year as one of Accounting Today’s 2020 Best Accounting Firms to Work for in the Midsized Firms category, the firm has been honored once again. In their new report, Accounting Today singles out the members of the Best Accounting Firms to Work For that are most…

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Nonprofit Succession Planning Made Easy

GRF and nonprofit leadership transition expert Don Tebbe explore how any organization, no matter the size, can begin the process of succession planning. Participants are introduced to the three approaches to executive succession planning and how they can create impact for the organization. The presenters discuss how nonprofits can put in place a board-adopted succession…

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