Articles

Why Deals Don’t Close

By Tom Zucker, EdgePoint Capital Advisors

After working decades to develop your business and career, you finally arrive at the decision to sell the business. You’ve done a fantastic job identifying the buyer and negotiating the price and other sale terms. You’re relieved and satisfied, and can see the “closing” within a short 90 days, and the approaching transition to what comes next.

Capital Gains Taxes - Paying Uncle Sam Less

By Russ Warren and Tom Zucker, EdgePoint Capital Advisors

M&A activity has returned after taking a breather during the recent economic downturn, and it’s a seller’s market. Private equity and strategic acquirers alike are deploying cash to acquire middle market businesses at attractive multiples of healthy earnings. Yet, “it’s not what you sell for, but how much you...

Window of Opportunity - Paying Uncle Sam Less When You Sell Your Business

By Russ Warren and Tom Zucker, EdgePoint Capital Advisors

At 15%, today's maximum long-term capital gains tax rate (LTCG) is the lowest it has been in the last 75 years (see chart below). In 2003, this rate was reduced to 15% from 20%, with a sunset provision, and is effective through 2010.

If Congress and the Administration were to do nothing, the LTCG rate...

One Buyer is No Buyer

By Russ Warren, Senior Vice President of EdgePoint

An unsolicited offer for millions of dollars has you and your spouse thinking about the life after business ownership.  The offer is compelling, the buyer is credible and the buyer appears to be a good fit with your existing management team.  So why are your key advisors telling you to wait?  They keep telling you that "One Buyer is No Buyer"....

Buyers Hidden Risks

By Tom Zucker, EdgePoint Capital Advisors

The buyer has spent years searching for the near perfect company. The Corporate pressures for growth through acquisition have become intense. The seller and their counsel are pushing for a rapid close. Banks, accountants, and other advisors are creating constant roadblocks to a simple close. With all of these pressures it is easy to understand why a buyer overlook the many risks...

Case Studies
  • Sverica International Acquires MC Sign Company, Inc. Learn More...
Articles

Why Deals Don’t Close
After working decades to develop your business and career, you finally arrive at the decision to sell the business.  More...

Capital Gains Taxes - Paying Uncle Sam Less
M&A activity has returned after taking a breather during the recent economic downturn, and it’s a seller’s market. More...

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