Transition Planning
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Checklist for Transitioning to New Ownership
Checklist of final steps to complete after the deal is done to set the new owner up for success.
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First Steps After You Buy a Business
It's one thing to buy a business. Now you have to run it. Here's an outline for the first three months in your new business.
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Navigating the Transition: Effectively Managing Acquired Employees
Buying a business with employees who transfer with the sale requires thoughtful strategies and techniques to navigate integration and build cohesive teams.
Legal, Tax, and Professional Considerations
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Tax Considerations When Buying a Business
Buying a business? This guide covers the tax considerations you need to contemplate before the final sale.
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3 Professionals to Have on Your Team When Buying a Business
Having an experienced attorney, accountant and broker on your side can make all the difference
Due Diligence
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Due Diligence Checklist - What to Verify Before Buying a Business
Documents, information and other items buyers should review and verify before finalizing the deal
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Preparing for Due Diligence: What Sellers Want to Know About Buyers
Showing you have what it takes to buy the business and operate it successfully
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What Is Return on Investment in Business Acquisitions?: Unlocking ROI
Unlock the secrets of ROI in business acquisitions. Maximize financial success through strategic insights for buying or selling a business.
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What Is a DBA? Understanding Doing Business As When Buying or Selling a Business
Learn what a DBA (Doing Business As) is, its benefits, and its impact when selling or buying a business.
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Rebranding During a Business Sale or Acquisition: When It Makes Sense and When It Hurts Value
Thinking of rebranding during a business sale or acquisition? Learn when it boosts value, when it hurts, and how to time it for success.