Countdown to Transition – The Burns Firm – Advisors of Complex Financial Matters

Testing the Waters Before Jumping In

April 21st, 2026|Categories: Accountant, accountant near me, Accounting, Acquisition of Company, Asset Purchase vs Stock Purchase, Burns Firm, Business, Business Asset Sale, Business Assets, Business Merger, Business Valuation, Countdown to Transition, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, Merger & Acquisition, Record Keeping for Business, Sale of Business, Sell Business, Selling a Business, Small Business, Succession Planning, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Acquisition of a Business, Buying a business, CPA, cpa near me, Dallas CPA, EBITDA, M&A, M&A advisor, Merger, merger & acquisition, Planning for Acquisition, Selling a business, tax, tax advisor, Texas CPA, The Burns Firm, The Burns Firm M&A Advisors|

When considering a merger or acquisition, the most opportune time to find out about possible culture clashes is obviously before the deal is complete. In fact, one often-cited reason [...]

Be Sure Your Due Diligence Is Thorough

August 10th, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Business Deductions, Business Write-offs, Buying a Business, Countdown to Transition, CPA, CPA Dallas, CPA near me, CPADallas, Dallas CPA, Deductions, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax Advisor, The Burns Firm|Tags: Buying a Business Due Diligence, due diligence, M&A, mergers & acquisitions, Selling a business, tax advisor, The Burns Firm|

Comprehensive due diligence is essential if your business plans to acquire or merge with another organization. Without one, complicated implications could arise with the potential to significantly affect the profits [...]

Tax Document Retention Guidelines for Small Businesses

May 1st, 2018|Categories: Accounting, Burns Firm, Business, C Corporation, Countdown to Transition, EBITDA, Merger & Acquisition, Partnership, S Corporation, Sell Business, Selling a Business, Services, Tax, Tax Planning, Tax Preparation, Tax Return, TCJA|Tags: Accounting, Acquisition, business, Buying a business, expense, Merger, merging businesses, payroll, payroll tax, Planning, Sell a business, Selling, Selling a business, tax, TCJA, The Burns Firm, The Burns Firm Venture Partners|

You may have breathed a sigh of relief after filing your 2017 income tax return (or requesting an extension). But if your office is strewn with reams of paper consisting [...]

Succession Planning: Are You Ready?

February 20th, 2018|Categories: Accounting, Burns Firm, Business, C Corporation, Countdown to Transition, EBITDA, Merger & Acquisition, Partnership, S Corporation, Sell Business, Selling a Business, Tax, Tax Planning|Tags: Accounting, Acquisition, EBITDA, Merger, Planning, Sell, Sell a business, Selling, Succession Planning, Target Audience, tax, The Burns Firm, The Burns Firm Venture Partners|

Many business owners procrastinate putting a well-conceived succession plan in place. The reasons are understandable. It can be difficult to plan for your replacement and deal with your mortality. Here [...]