Top Deal-Killing Due Diligence Issues that Ruin Deals

Top 3 Key Takeaways Read the full article here: When an owner is contemplating selling their business, the prospect of being able to turn any ongoing issues over to the…

Section 338(h)(10) and Section 336(e) Elections in M&A Transactions

Top 3 Key Takeaways Read the full article here: In previous blogs we have written about the importance of deal structure in mergers and acquisitions and the competing tax priorities…

Beneficiary Defective Irrevocable Trusts

Top 3 Takeaways: Read the full blog here: Appreciating assets such as business interests can pose a double risk for entrepreneurs or investors in terms of protecting their wealth and…

Asset Sales vs. Stock Sales

Valuation and Deal Structuring, Part 1 Top 3 Key Takeaways Read the full blog here: In a business sale, the sale structure has significant implications for liability exposure and tax…

Do You Still Need a Lawyer in the Age of…

In a world where artificial intelligence tools are available at everyone’s fingertips, one question has become increasingly common: Do I even need a lawyer anymore? It’s a fair question—especially when…

Section 1202 Capital Gains Exclusion: How Business Owners Can Save…

If you’ve ever thought about selling your business and wondered, “Can I really do this without paying capital gains tax?”— you’re not alone. Many business owners have heard whispers about…

Maximizing Value and Managing Risk in M&A Transactions: Key Structuring…

When it comes to mergers and acquisitions, the details of deal structure can make all the difference between a smooth, value-driven transaction and one burdened with risk and inefficiency. At…

Valuation and Deal Structuring

Top 3 Takeaways for Business Owners & Executives Read the full article here: In mergers and acquisitions, putting together a successful deal is never a simple proposition. Competing buyer and…

Understanding QSBS: How to Qualify for Section 1202 Tax-Free Gains

Top 3 Takeaways from the OBBBA (July 4, 2025): Read the full article here: The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, included multiple…

What to Do When a Vendor Fails to Deliver

Businesses rely on their vendors to provide contracted goods and services on time and per the agreed-upon terms of their deal to keep operations running smoothly. When a vendor fails…