M&A – The Burns Firm – Advisors of Complex Financial Matters

Is This the Right Time to Sell Your Business?

March 5th, 2026|Categories: Accountant, accountant near me, Acquisition of Company, Asset Purchase vs Stock Purchase, Assets, Burns Firm, Business, Business Asset Sale, Business Assets, Business Merger, Business Recordkeeping, Business Succession Planning, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger, Merger & Acquisition, Sale of Business, Sell Business, Selling a Business, Services, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Business Acquisition, How to Sell A Business, Ideal Buyer For My Business, M&A, Selling a business, Selling your business, tax, tax advisor, tax and selling a business, The Burns Firm, The Burns Firm M&A Advisors, What Is My Business Worth|

Selling a business requires a great deal of time and effort on both the buyer's and seller's behalf. In addition, determining the right time to finalize the transaction can [...]

Taking the Acquisition Route

November 6th, 2025|Categories: Accountant, accountant near me, Acquisition of Company, Asset Purchase vs Stock Purchase, Burns Firm, Business, Business Asset Sale, Business Assets, Business Valuation, Buying a Business, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: Acquiring a Company, Acquisition CPA, asset purchase, Buying a business, Buying a Company, cpa near me, M&A, M&A advisors, M&A CPA, merger & acquisition, Merger vs Acquisition, stock purchase, tax, tax advisor, The Burns Firm M&A Advisors|

An acquisition of a target company's stock or assets can help your business expand its operations while maintaining control of the company. With taxable direct purchases, the buyer simply [...]

Beware: M&A Activity Can Trigger Unexpected Tax Issues

June 19th, 2025|Categories: Burns Firm, Buying a Business, CPA, CPA Dallas, CPA near me, CPA Texas, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Texas CPA, The Burns Firm|Tags: CPA, cpa near me, Dallas CPA, M&A, M&A and Tax Issues, M&A and Unexpected Tax Issues, M&A CPA, mergers and acquisitions, tax, tax advisor, The Burns Firm|

The IRS has an Employee Plans Team Audit (EPTA) program to enforce the tax rules for employee benefit programs in large companies. According to the tax agency, one of [...]

Preserve Your Business Legacy with Proactive Succession Planning

December 5th, 2024|Categories: Accountant, Accounting, Burns Firm, Business, CPA, CPA Dallas, CPA near 75252, CPA Texas, Dallas CPA, Sell Business, Selling a Business, Services, Small Business, Succession Planning, Tax, tax accountant, Tax Advisor, Tax Planning|Tags: Business Succession Planning, CPA for Business Succession, CPA for Succession Planning, cpa near me, Dallas CPA, ESOP, Exit Strategy for Your Business, M&A, M&A CPA, Selling your business, tax, tax advisor, Texas CPA, The Burns Firm|

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day operations and pursuing growth opportunities that you put succession [...]

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: Acquisition, Buyer side, CPA Dallas, cpa near me, Installment Sale, Installment Sale Gains, M&A, M&A CPA, Selling of Business, tax advisor, The Burns Firm, The Burns Firm M&A Advisors|

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 [...]

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: business valuation, M&A, Planning An Exit from Your Small Business, Planning to sell a business, Selling a business, Selling a Small Business, small business, tax, tax advisor, Tax Implications of Selling a Business, The Burns Firm|

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: M&A, Sale Ready Business, tax, tax advisor, The Burns Firm|

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: M&A, M&A transactions, Stock vs Asset Sale, tax, tax advisor, Tax and M&A Transactions, The Burns Firm|

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: 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 [...]

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: Compensation vs Purchase Price in an acquisition, Earnouts, Earnouts bring critical tax considerations, Earnouts in a M&A deal, How should I structure an M&A transaction, M&A, mergers & acquisitions, tax, tax advisor, Tax Treatment in a Merger or Acquisition, The Burns Firm|

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: Add Value Now If You Plan to Sell Your Business, business for sale, Control Expenses if You Plan to Sell Your Business, CPA, CPA Dallas, cpa near me, how do I sell my business, How to determine value of my business, How to Drive Cash Flow and Revenue, i want to sell my business, Is Your Business Ready for Sell, M&A, Maximize Value When Selling Business, merger & acquisition, Selling a business, tax advisor, The Burns Firm, Value of my Business|

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: business valuation, Business Valuation Advisor, Business Valuation near me, cpa near me, How Do I Value My Business, M&A, merger & acquisition, sell my business, tax advisor, The Burns Firm, Valuation Professional|

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 [...]

Communication Is Critical During Mergers and Acquisitions

October 13th, 2022|Categories: Accounting, Burns Firm, Business, Buying a Business, CPA Dallas, Dallas CPA, Dallas tax return preparer, Dallas tx accountant, Growing A Business, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Credits|Tags: Allison Shike, communication key in a M&A dea, CPA Dallas, Dallas CPA, Denis Burns, due diligence, how do I buy a business, M&A, M&A firm near me, merger and aquisitions, mergers & acquisitions, The Burns Firm, The Burns Firm M&A Advisors, what do I share with employees if I am selling my business|

Want to enter a market quickly, expand market share, or acquire an established brand? The first phrase that comes to mind is mergers & acquisitions. That can be a quick [...]

Communication Is Critical During Mergers and Acquisitions

October 7th, 2021|Categories: Accounting, Burns Firm, Buying a Business, CPA Dallas, Dallas CPA, Dallas tx accountant, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax Planning, The Burns Firm|Tags: Dallas CPA, Dallas M&A firm, M&A, Merger & Acquisition firm near me, merger and acquisition firm near me, mergers and acquisitions, should I let my employees know I may sell my business, The Burns Firm|

Want to enter a market quickly, expand market share, or acquire an established brand? The first phrase that comes to mind is mergers & acquisitions. That can be a quick way [...]

Due Diligence Considerations for Sellers

June 10th, 2021|Categories: Accounting, Burns Firm, Business, Buying a Business, Due Diligence, Merger & Acquisition, Partnership, S Corporation, Sell Business, Selling a Business, Small Business, Tax, Tax Planning|Tags: CPA for the sell of my business, do I need a CPA when I sell my business, do I need due diligence if I am buying a company, due diligence, due diligence for seller, how do I sell my business, M&A, merger and acquisition, The Burns Firm, The Burns Firm M&A Advisors, what is due diligence, what is seller due diligence|

You may be able to structure the sale of a corporate business as a tax-free reorganization. However, to be totally tax-free, you generally must receive nothing but stock in the acquiring [...]