PKF Advisory News, Publications & Insights
Business owners and individuals frequently invest in personal financial planners to manage their liquid wealth (cash, marketable securities, market portfolios, etc.) and are willing to pay a price to have Certified Financial Planners (CFPs) manage and maintain a reasonable return on their investment.
Today’s economy offers a trio of favorable conditions for mergers and acquisitions: a strong stock market, low interest rates and available capital. For business owners considering a sale, now is the ideal time to secure the perspective of knowledgeable specialists.
Deal structure that is built around knowledgeable tax strategy is crucial to moving a business transaction forward. Buyers are seeking the most tax efficient deal possible,
2021 was a difficult year for the IRS and the prospects for 2022 do not look much better. The tax collecting agency is still dealing with a backlog of millions of tax returns and the call service centers are woefully understaffed.
The emotional aspects of selling a business you nurtured and built over the course of your life can often cloud some of the economic realities that a sale will bring, not just immediately after the deal closes, but far into the future.
