By Brandon Fredericks, CPA | AGP Advisory, Leader In this part, I want our discussion to get right to the heart of the main cornerstone of any transaction—the earning capabilities of an organization. Regardless if you are looking to acquire a business or ready to sell, all conversations will lead back to earnings. Therefore, the ability to approach a …
AGP Advisory: Defining the Quality Within Earnings Read More »
By Brandon Fredericks, CPA | AGP Advisory, Leader Pass-through entities possess many important tax advantages, which include the ability to avoid double taxation and the Qualified Business Income deduction. However, the tax code contains several added complexities and potential tax pitfalls for ill-planned pass-through transactions. One such scenario involves “cash waterfalls” where distributions deviate from the proportion of equity contributed …
By Brandon Fredericks, CPA | AGP Advisory, Leader A prospective buyer faces many important decisions when contemplating purchasing or expanding a business. First and foremost, the target acquisition must provide adequate return potential within an acceptable level of risk. Once this has been determined, the buyer has likely already spent significant time finding the right acquisition and feels anxious to close the transaction. However, more can be done …
By Brandon Fredericks, CPA | AGP Advisory, Leader Our series has touched on many important topics through the financial due diligence process. As we think of the “typical” due diligence process, we sometimes get locked into this preconceived notion that due diligence only being after a qualified buyer is identified, after a letter of intent is signed, after …
AGP Advisory: Financial Due Diligence is Just as Important Read More »
By Brandon Fredericks, CPA | AGP Advisory, Leader Welcome to our series on financial due diligence. Over the next several segments, we would like to provide you with key aspects within the financial due diligence process, and how you can better prepare yourself, and business, for a transaction. The financial due diligence process is comprised of many parts, the focus being centered around the quality of …
AGP Advisory: A Quality of Earnings (QofE) is Not an Audit Read More »
Litigation is costly, exhausting, stressful, and sometimes, avoidable – if the business has the right proactive attorney. Alex Gertsburg, of Gertsburg Law Firm Co. and CoverMySix, is here to discuss the six most vulnerable areas for business owners and how working with a proactive attorney may save time out of the courtroom. Alex’s experience ranges …
Year-end is upon us and what better time for business owners to switch to Apple Growth Partners for their tax and business advisory needs. Today, Chuck & Brittany are joined by Christine Waltjen, director of tax, to share how easy it is for business owners to switch accountants and why the beginning of the new …
