M&A

Get Ready for Due Diligence Long Before a Sale or Merger

May 2nd, 2024|Categories: Accountant, accountant near me, Burns Firm, Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor, The Burns Firm|Tags: , , , , , , , , , |

It may seem odd, but as soon as you start up a business, you should begin preparing the documentation needed to sell or merge with another enterprise. It may be years [...]

Installment Sales Can Be a Win-Win for Buyers and Sellers

March 21st, 2024|Categories: Accountant, accountant near me, Accounting, Burns Firm, Business, Buying a Business, Capital Gain, Capital Gains Tax, CPA, CPA Dallas, CPA near me, Dallas CPA, Installment Sale, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Basis, Tax Planning, The Burns Firm|Tags: , , , , , , , , , , , |

For federal income tax purposes, an installment sale is when at least one payment of proceeds from an eligible sale is deferred until after the end of the tax year [...]

Franchise M&A: Issues to Consider when Drafting an Agreement

December 28th, 2023|Categories: Accountant, Accounting, Burns Firm, CPA, CPA Dallas, CPA near me, Dallas CPA, Franchise M&A, M&A, Merger & Acquisition, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, The Burns Firm|Tags: , , , , , |

Have you ever thought of owning a franchise? Or are you in a business where you hope to have franchisees? Many businesses are set up as a franchisor/franchisee relationship. In [...]

Planning a Graceful and Profitable Exit from Your Small Business

October 31st, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Business Valuation, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, M&A, Sell Business, Selling a Business, Services, Small Business, Tax, tax accountant, Tax Advisor, The Burns Firm|Tags: , , , , , , , , , , |

At some point, every business owner leaves the company, either voluntarily through retirement or otherwise. Some businesses will outlive their founders. Others can't survive without the continued involvement of a [...]

Operating a “Sale Ready” Business

September 28th, 2023|Categories: Accountant, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax, tax accountant, Tax Advisor, The Burns Firm|Tags: , , , , |

Smart business owners always operate as if they're planning to sell — because they never know when someone will come along with an irresistible offer or when tragedy might [...]

It’s Important to Understand How Taxes Factor Into M&A Transactions

September 26th, 2023|Categories: Accountant, Burns Firm, Business Valuation, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax, tax accountant, Tax Advisor, Tax Law, The Burns Firm|Tags: , , , , , , |

In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring another business, it’s important to understand how [...]

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: , , , , , , |

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 [...]

M&A Reminder: Earnouts Bring Critical Tax Considerations

July 5th, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, Earnouts, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor, Tax Basis, Tax Planning, The Burns Firm|Tags: , , , , , , , , , , |

Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in [...]

Thinking about Selling Your Business? Add Value Now

June 6th, 2023|Categories: Accountant, Burns Firm, Business Valuation, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor, Tax Planning, The Burns Firm|Tags: , , , , , , , , , , , , , , , , , |

Business succession and exit planning should ideally be done over a long period of time (unless illness or another emergency makes it necessary to address them in the short term). [...]

Set a Realistic Price for Your Business

April 4th, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Business Valuation, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor|Tags: , , , , , , , , , , |

As part of your exit strategy or your estate plan, let's say your team of advisors has helped you determine that selling your business will help you best achieve your [...]

Due Diligence Checklist for Sellers

September 29th, 2022|Categories: Accountant, accountant near me, Accounting, Burns Firm, Business, Buying a Business, C Corporation, Corporation, CPA, CPA Dallas, CPA near me, Dallas CPA, Dallas tax return preparer, Dallas tx accountant, Due Diligence, LLC, M&A, Merger & Acquisition, Partnership, Sell Business, Selling a Business, Services, Small Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Credits, Tax Deductions, The Burns Firm|

When it comes to due diligence procedures, much attention is focused on those who want to buy a business. But sellers must also conduct due diligence investigations and it's important [...]

Using a Noncompete Agreement When Buying a Business

May 17th, 2022|Categories: Accountant, Accounting, Burns Firm, Business, Buying a Business, CPA, CPA Dallas, Dallas CPA, Dallas tx accountant, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, The Burns Firm|Tags: , , , , , , , , , , , , , , , , , |

Noncompete agreements are commonly included in business purchase transactions to prevent the seller from competing against the buyer for the term of the noncompete agreement. These arrangements are also sometimes called [...]

Tax Issues When SELLING a Business With an Earnout

May 12th, 2022|Categories: Accountant, Accounting, Burns Firm, Business, Business Write-offs, CPA, CPA Dallas, Dallas CPA, Dallas tax return preparer, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax Planning, tax write-offs, The Burns Firm|Tags: , , , , , , , , , |

When a business is sold or purchased, the transaction might involve an earnout provision. This is a contractual arrangement in which the seller receives additional payment in the future if certain [...]

Due Diligence Considerations

February 8th, 2022|Categories: Accounting, Burns Firm, Business, Buying a Business, Dallas CPA, Dallas tax return preparer, Dallas tx accountant, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, The Burns Firm|Tags: , , , , , , , , |

Buyers of businesses generally prefer to arrange for an asset purchase transaction, instead of purchasing an ownership interest in the target business entity. Why? The primary reason is to avoid exposure to liabilities — both [...]

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