Merger – 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 [...]

Expanding a Corporate Business with a Tax-Free Merger

December 20th, 2019|Categories: Accounting, Burns Firm, Business, Merger & Acquisition, Tax, Tax Deductions, Tax Planning, Tax Preparation, Tax Return|Tags: 2019 tax planning for a merger, accounting firm who works with mergers, CPA who works with mergers, Dallas CPA, expand corporate business with a tax-free merger, M&A, Merger, merger and acquisitions, North Dallas CPA, planning for a merger, tax, Tax planning, tax-free merger, The Burns Firm|

If a corporate business is seeking to quickly expand, it may be considering one of these options: Gaining control over another corporation's business (the target) indirectly via a merger transaction [...]

How Far Will it Go?

July 12th, 2018|Categories: Burns Firm, Business, EBITDA, Merger & Acquisition, Sell Business, Selling a Business|Tags: Acquisition, business, business for sale, M&A, Merger, merger&acquisition, mergers, Planning, sell my business, Selling a business, The Burns Firm|

In this article we will discuss current M&A activity and Private Equity activity. Lets first look at some of the national statistics and translate that to how it affects our [...]

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 [...]

Absorbing a Business? Realize Payroll Tax Savings

April 24th, 2018|Categories: Accounting, Burns Firm, Business, C Corporation, Merger & Acquisition, Partnership, S Corporation, Sell Business, Selling a Business, Tax, Tax Planning, Tax Preparation, Tax Return|Tags: Accounting, Acquisition, Assets, deductions, EBITDA, M&A, Merger, payroll, payroll tax, Selling your business, tax, The Burns Firm|

Conversely if one employer acquires another employer during the year -- and it continues to employ some of the same workers -- the successor can count the wages paid by [...]

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 [...]