Posts tagged CPA

Build the Right Team for Your Transition: M&A Requires Specialists

Selling your business will be the biggest transaction of your life, more important than launching your company or anything that happened in-between. Why? Because not only is your exit the culmination of all of your business decisions, it also sets the foundation for your financial well-being in retirement.

family business, exit strategy, business broker, selling your business, Sabre CapitalTrip HolmesFebruary 4, 2020M&A, M&A specialists, M&A advisors, business broker, transaction attorney, due diligence, middle market family business owner, estate attorneys, CPA, accountants, tax accountant, shape your legacy, control your destiny

Advice for Widows: What to Do When Your Business-Owning Spouse Passes Away

As you can imagine, I’ve seen almost every situation over 35 years when it comes to people needing to sell a middle-market family business. I see new reasons all the time, which certainly keeps this business fresh for me year after year. But a situation I see all too often is that of the surviving spouse when a business owner has passed away.