M&A Access

M&A Access: March 3

This week’s M&A Access features Donna JW Hare, Senior Business Performance Consultant-MidMarket Solutions, Insperity. Hare goes in-depth about what a PEO is, including its purpose to attract and retain talent. She also articulates the advantages and potential liabilities of a PEO structure. You also won’t want to miss Hare’s insightful...Read More

M&A Access: February 24

This week’s M&A Access features Alan Pawlowski, Partner, Next Point. Pawlowski explains the importance of maintaining sufficient business and personal investments to meet one’s retirement cash-flow needs. He also contends M&A experts can help entrepreneurs understand value drivers and the steps needed to increase the overall value of the...Read More

M&A Access: February 17

This week’s M&A Access features Earl W. Swink, CPA, Swink Coplen & Company. He specifies how the CPA should be involved in the deal on the “front end” to achieve the most success. Swink also details how CPAs work with owners to get businesses ready for a potential future sale—CPAs need a five-year lead time, with a minimum of three years,...Read More

M&A Access: February 10

This week’s M&A Access features Silvana Capaldi, Founder & President, Ispirare Group. She breaks down the Tampa Bay market—successful businesses are pivoting to accommodate the pandemic and are not abandoning their marketing budgets. Capaldi also delivers advice to business owners moving forward. Read More

M&A Access: February 3

This week’s M&A Access features Andy Greenberg, CEO, GF Data/Greenberg Variations Capital. He details GF Data analytics’s most interesting revelations, particularly the incredible resiliency of the M&A market and the overall economy. Greenberg also pinpoints the interplay between the deals that come to market and the debt support for those...Read More

M&A Access: January 27

This week’s M&A Access features Ron Kerdasha, Managing Director/Regional Group Head, Fifth Third Business Capital. He advises what small and medium-sized businesses can do to respond to adverse challenges, including taking a diligent approach to hiring managers and advisors. Kerdasha also explains the benefit of utilizing asset-based lending centered...Read More

M&A Access: January 20

This week’s M&A Access features Brett Hickey, Founder & CEO, Star Mountain Capital. He examines how a business’s goals and needs—strategic personnel, knowledge, relationships, and resources—are key factors to weigh when making an acquisition. Hickey also highlights what providers of this value-added capital look for in their analysis, including...Read More

M&A Access: January 13

This week’s M&A Access features Richard Wright, Owner, Accounting Done Wright CPA. Under the incoming Biden administration, Wright advises business owners to expect an increase in the corporate tax rate. He also urges buyers to do their due diligence and ensure the seller has done everything needed to ensure the PPP loan is forgiven, while sellers need to...Read More

M&A Access: January 6

This week’s M&A Access features Bill Wiersema, Principal, Miller Cooper & Co. He examines the major provisions of the new stimulus and how the new round of PPP loans differ from the initial installment. Wiersema also covers the additional remedies that have become available to businesses due to COVID-19, including more access to relief and the employee...Read More

M&A Access: December 30

This week’s M&A Access features Rahsaan Freeman, CM&AA, Managing Director and Scott Lundt, CMAA, MSFE, Director-Corporate Analysis and Strategy of Freeman Lundt. Lundt addresses the importance of understanding leverage and the opportunities it presents in the lower middle market during these challenging times. Meanwhile, Freeman details strategies...Read More