Preparation and Planning for a Sale or Merger

 Sale or Merger pic

Sale or Merger
Image: forbes.com

Linn Crader brings more than 40 years of experience to his role as president at Business Transition Services, Inc. Having successfully completed hundreds of merger and acquisition (M&A) transactions, Linn Crader focuses on helping clients prepare for a sale or merger.

There are several steps business owners can take to ensure a successful M&A transaction, such as obtaining an up-to-date valuation of their business which includes company earnings and sales, personnel, performance, and market outlooks. Financial statements prepared (or updated) by a qualified CPA that document the financial condition of the business are another critical component in an M&A transaction. In addition to a valuation and financial statements, potential acquirers frequently request a quality of earnings report to determine the business’s financial strength.

To ensure maximum earnings, business owners should also consider the efficiency of their current corporate tax structure to determine how income from the sale will be taxed, and how the transaction will affect their personal financial strategies. BTSI goal for every client is to increase their enterprise value by at least thirty percent and their family wealth by a factor of five. This is accomplished by implementing a five discipline holistic team for every client. Consisting of M&A expertise, Legal, Accounting, Tax Structure and Wealth preservation.

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