Lisa Zeiderman, Esq., CDFA, CFL, a Managing Partner at Miller Zeiderman, LLP, is a matrimonial and family law attorney based in New York. Life insurance isn’t just for individuals… Read More

While the public may believe there is only one way to appraise a property, many co-owners end up in a debate with the court over the parameters of a proper valuation under the Partition of R… Read More

In the vast landscape of financial planning, one crucial aspect often overlooked by businesses is safeguarding against unfo… Read More

When choosing the best path to securing a mortgage lender in Canada, homebuyers often find themselves weighing the options between working with a mortgage broker or directly engaging with a… Read More

Succession planning for closely held family businesses requires creativity and a collaborative team approach. Advisors must consider a myriad of legal and tax issues while remaining sensi… Read More

What Is the Difference Between Investment Banks and Merchant Banks? Investment banks specialize in initial public offers (IPOs) and major public and private share offerings. Merchant banks t… Read More

You’ve poured your heart, soul, sweat, tears, and life savings into your startup. After countless sleepless nights and long days, things finally seem to be taking off. But there’… Read More

Running a business is not easy, especially when that business has multiple locations across the nation. In 2019, employer firms with 5,000 employees or more totaled 2,230 of the 6.1 million… Read More

An employee stock ownership plan (ESOP) can facilitate the transfer of a business to the owner’s children or employees over a period of years in a tax-advantaged way. However, the IRS… Read More

Welcome back to The Interchange, where we take a look at the hottest fintech news of the previous week. This week, we take a look at one startup layoff, another offering an employee ownershi… Read More

Could Microsoft buy Nintendo? It’s an idea people throw around as a joke in the context of the video game industry reaching peak consolidation. But could that actually happen? Thanks… Read More

"The best way to predict the future is to create it."  -Peter Drucker This saying is so true. We often get so engrossed in the "today" that we avoid planning for what might come tomorr… Read More

One of the first critical decisions when selling your accounting practice is whether to sell internally or externally. We’ll explain what practice owners need to know about selling int… Read More

LLP: Limited Liability Partnership A Limited Liability Partnership (LLP) is a type of business structure that combines the benefits of a partnership and a limited liability company. It is… Read More

What is a Leveraged Buyout? A leveraged buyout (LBO) is a financial term that refers to a situation where a firm or an investor borrows a significant amount of money to buy another firm. It… Read More

An IVC Evidensia veterinary practice in Sweden may not appear to have much in common with a Vena Energy solar project in Taiwan, or GardaWorld security personnel at a Canadian ice-hockey g… Read More

Nevertheless, in 2007, the Blackstone Group bought Mr. Zell’s firm — then known as Equity Office Properties Trust — for $39 billion. His own fortune was estimated at nea… Read More

Mergers and Acquisitions Mergers and acquisitions (M&A) refer to the process of combining two or more companies to form a single entity or to purchase one company by another. M&A… Read More

On the surface, the luxury furniture brand Maker&Son seems to offer the perfect retail experience, if you can afford it. Its website shows a young woman with her eyes shut, resting on… Read More

Marv Dupre, shift supervisor at Minnesota Rubber and Plastics’ Litchfield, Minnesota, plant, high fives as he learns what the sale means for him. Courtesy of KKRP rivate-equity giant… Read More

In 2021, The Brewers Association, a national trade organization representing small and independent brewers in the USA, ranked the top 30 largest beer companies by sales volume. The top 30 br… Read More

 The 10 Richest People in the WorldBillionaires play an outsized role in shaping the global economy, politics, and philanthropic.The individuals on this list belong to an even more excl… Read More

Summary: 35 min Book reading time: 7h29 Score: 9/10 Book published in: 2019 (it was published earlier, but the version I read is from 2019). Takeaway A term sheet ex… Read More

Management Buy-In Meaning A management buy-in (MBI) is a management term indicating the event of an external manager or management team purchasing a controlling ownership stake or interes… Read More

MBOs, or management buyouts, are suitable for a variety of industries, including turning employees into entrepreneurs, monetising owners’ shares, spinning off departments from their pa… Read More

Dear Quentin, I went into business with friends operating a night market. We hold big events every two weeks. We started an LLC as equal members, all with a 25% share. Friend A had the idea… Read More

> The moment when staff at John Lewis and Waitrose are told the size of their bonus is always much-anticipated. This week’s announcement will be no different, except in one respe… Read More

Surveys will tell us that about 25 percent of all business transfers happen between owner and child. Of course, this isn’t an owner’s only option. An owner may choose to s… Read More