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Eyes on Tax Reform

Like many Americans in the business community, we try to stay on top of tax reforms and how they affect our industry. As 2021 comes to a close, several key tax rates were just released that significantly impact high-income and/or high-net-worth taxpayers and all business owners. 4 key tax updates 1. Capital gains tax. For […]

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5 Reasons Mid-Market M&A Deals Fail

When a merger or acquisition deal fails to close, we can all agree that it doesn’t feel good. Both the buyer and seller often end up feeling frustrated. That risk is just one reason why it is so important to have experienced professionals at the table. The more deals you have worked on, the better […]

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7 Ways to Increase the Value of Your Business

When homeowners make a major update to their home, they often think about it in terms of whether it will increase their property value. “If I complete this home improvement project, will my house be easier to sell in the future?” Business owners need to think in the same way. With each step forward, an […]

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Understanding the 7 Hats of an M&A Advisor

As we recently discussed, mergers and acquisitions typically follow a standard process from start to finish. And as buyers and sellers move through this process, they are rarely the only ones at the table. M&A advisors play a key role in helping buyers and sellers optimize the transaction for all parties involved. No one sale […]

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Understanding Buyer and Seller Fear in M&A Process

Real estate agents say it all the time – their job is half real estate and half psychology. For many people, buying or selling a home is extremely personal and emotional. For many entrepreneurs, buying or selling a business can be just as personal and emotional (if not more so). In this post, we want […]

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4 Steps of the M&A Process

To a business owner who has never sold a business, the M&A process can seem mysterious. We all know it takes some time, likely some late nights, and teams of advisors, lawyers, and other professionals to help complete the final deal. Mysterious processes are daunting. Known processes are much less so. Symmetrical Advisory is here […]

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High Demand for Sellers Drives Valuations Up

The Law of Supply and Demand is one of our most core economic concepts. It explains that all else being equal, the price of a good tends to increase when the supply of that good decreases (making it rarer), or when the demand for that good increases (making the good more sought after). Over the […]

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Sell in 2021 before Biden’s Infrastructure Plan?

If you are a business owner of the baby boomer generation, you may have already reevaluated your succession plan in light of Biden’s Tax Plan. As a reminder, under Biden’s proposal, owners who make more than $1 million would face nearly double the taxes after selling their businesses. Because we expect the new taxes to be implemented […]

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Biden’s Tax Plan, Baby Boomers, and When to Sell

Over the last month, just about every business media outlet has written about Biden’s expected tax plan. Here are the key points that we are keeping an eye on, as they pertain to middle-market M&A transactions. Business owners will be affected by any change to capital gains taxes As the plan stands now, the president-elect […]

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Tricky Transitions in Family Businesses

As we head into the 2020 holiday season, we are all thinking about family. Did you know that there are an estimated 5.5 million family-run businesses in the United States? Prior to COVID-19, it was estimated that family businesses contribute 57 percent of the GDP and employ 63 percent of the workforce. Like any of […]

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