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New Treasury Law Requires Ownership Disclosure of Small Businesses

The Treasury Department has finalized a rule that will require millions of small businesses to report ownership information to the government. The rule, which is part of the Corporate Transparency Act, is designed to help law enforcement track down criminals and terrorists who use anonymous business entities to hide their activities. The rule will apply to businesses with fewer than 20 employees and less than $5 million in annual revenue. Businesses that are already regulated by the,…

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Investment Banker Deal

How and When to Hire an Investment Banker

When is the right time to consult with an investment banker? For Sellers (Corporate and Entrepreneurial) As soon as business owners open the doors of their business, they should begin planning their exit strategy. One of the key components of such a plan is remaining aware of the potential market value of their business, the acquisition/consolidation activities taking place in their industry, and their business' relative attractiveness to third-party buyers and/or investors. Periodic…

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Business Plan

Maximizing the result of your exit strategy

Avoiding the pitfalls of the mergers and acquisitions process and maximizing the business value at the time of exit is a combination of partnering, planning, packaging, and process. A. Assemble the Professional Team and Develop a Divestiture Strategy I don't know which management guru said it, but he was right when he said, "If you fail to plan, you plan to fail." Business owners should start planning for their exit strategy the day they open their doors. It takes time, often as much as six to…

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Business Value

How to get the most for your business

Meet Mr. And Mrs. Business Owner Meet George and his wife, Georgia, typical entrepreneurs. George has: (1) served his country with distinction in a war or peacetime military; (2) received some college education on the G.I. Bill; and (3) has either grown the business from Ground Zero, or inherited a business that has been in his family for generations. Typically, George is a strong operations person, often with a love for the technology and/or details of his business' day-to-day operations, and…

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