Entries by Optimized Business Transitions

18 KEY ISSUES NEGOTIATING M&A AGREEMENTS

Whether negotiating to sell your company, merge with another company, or to acquire another company, each and every business transaction is different. But, there are Key Elements that must be addressed and included in the process to increase the likelihood of success and to reduce the risks of a lengthy, stressful, and expensive transaction.  I thought […]

Did You Know About Our Other Services?

When you think of a financial services firm, your mind probably goes straight to financial planning and investment management. Oftentimes, that’s exactly what you’ll get. At SC Financial Services we go beyond what you’d expect. In fact, we went so far as to open a sister company to serve the specialized needs of our business […]

BUSINESS OWNERS: WHAT IS YOUR NUMBER?

Business Owners:  What Is Your Number? Do You Truly Understand What Your Business Is Worth, and Why Knowing That Is Important? There are around 29 million businesses with fewer than 500 employees in the US, representing almost half of total private sector employment.  No wonder small business owners like us feel like Atlas carrying the world on their […]

BUSINESS SUCCESSION PLANNING BASICS

Business Succession Planning When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside […]

DID YOU KNOW SOME OF THE TAX LAW PROVISIONS ARE TEMPORARY, OTHERS PERMANENT?

The Tax Cuts and Jobs Act (TCJA): Which Provisions are Temporary and Which are Permanent? The Tax Cuts and Jobs Act (TCJA) includes a number of important tax changes for individuals and businesses. However, it’s often difficult for advisors and investors to keep track of which changes are permanent and which are scheduled to expire at […]