M&A Insights Helping You Stay Ahead

The perfect blend of factual industry data and practical advice from our team’s hands-on M&A experience.

Reverse 1031 Exchange: How to Buy Before You Sell

A reverse 1031 exchange lets you buy the replacement property before selling your current one, using a third party to hold title in between. Here's how the 45 and 180-day windows work, what it actually costs, and when it beats waiting...
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Financial Fundamentals Every Seller Should Know

Covered Call Explained For Business Owners Preparing To Sell

Covered call strategies may seem unrelated to selling a business, yet they reveal a surprising amount about a seller’s financial sophistication...

Valuation and Business Structure Concepts

Producer Surplus Formula Explained for Business Owners Preparing to Sell

As a senior advisor at Elkridge Advisors, I often see business owners focus heavily on revenue and profit, while overlooking a...

Preparing to Sell Your Business

MSRP Meaning Explained For Business Owners Preparing To Sell

Understanding msrp meaning is more important than most business owners realize when preparing to sell. MSRP stands for Manufacturer Suggested Retail...

Preparing to Sell Your Business

Using Indexed Universal Life Insurance for Stronger Exit Planning

Welcome to Part 2 of our iul account guide for business owners. In Part 1 we covered the fundamentals, including how...

Preparing to Sell Your Business

How IUL (Indexed Life Insurance)Can Support Your Exit Strategy And Long Term Wealth

An iul account can be a powerful tool for business owners preparing to sell. Understanding what an iul account is and...

Preparing to Sell Your Business

M&A advisory

M&A Advisory: The Smartest Way To Prepare For A Profitable Sale

M&A advisory is one of the most valuable resources a business owner can rely on when preparing for a sale. Selling...
DID YOU KNOW?

Last month alone, almost $200Bln in wealth was created from mergers and acquisitions in the US alone. Join us—we’ll help you reap the benefits of M&A wealth creation for as long as they last.