3 Tips for Maximizing the Sale of Your Business

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One of the questions I get most often from business owners is: How can I get my business ready for a potential sale? If you were selling your house, you would want to make it look as nice as possible before the first open house. In the same vein, you’ll want to get your financials […]

Purchase Price Accounting: Understand the Value of an Acquisition

Bank officers, let’s say you’ve just made an acquisition. The union seems to position you well in terms of new business opportunities and growth potential. But what about the dollars and cents of the transaction? You’ve just purchased a bank, but what you’ve actually acquired is a set of assets and liabilities. Do you understand […]

Understand the tax implications of bank mergers

If your institution is contemplating a merger, there are a variety of tax issues to consider. Two key concerns are: the dividend vs. capital gain treatment of cash payments in a tax-free merger, and the preservation of deferred tax assets. It’s also important to conduct thorough due diligence to uncover any tax liabilities you might […]

Considering M&A for your bank?

The confluence of several factors — including a challenging interest rate environment, continued sluggish loan growth, and increased regulatory burden — is putting pressure on community banks to consider mergers and acquisitions (M&As) as a growth strategy. Each bank is different, so there’s no single right answer to the question of whether to buy, sell […]

M&A as a Growth Strategy?

It’s no secret that the trend of active community bank mergers is continuing. With almost 290 transactions in 2015, approximately 300 in 2014 and almost 250 in 2013, bank M&A activity is likely to continue for the foreseeable future. In fact, in January of this year several high profile banking analysts stated that M&A transactions […]

Merging could make your nonprofit twice as effective

If your not-for-profit is struggling and other organizations provide similar services in your community, you may want to consider a merger. Teaming up with another nonprofit may enable you to pool resources, cut costs and possibly better serve your constituents. The right choice? A merger may be appropriate if: Your organization has experienced steady declines […]

Get the Advantage: Download Creative Exit Strategy Materials Now

Our recent Creative Exit Strategies event was packed with valuable information for business owners and advisors. To recap, experts from Clark Schaefer Hackett and Eastman & Smith shared valuable ideas and insights related to preparing your business for sale, valuing your company and employing smart tax strategies. Have the advantage when you’re ready to sell: […]

Creative Exit Strategies: Valuing the Company

Are you or one of your clients considering selling a business within the next several years?  Start getting creative about your exit strategy today, so that you’ll be in the power position when selling tomorrow. We recently held three events where experts from Clark Schaefer Hackett and Taft Stettinius & Hollister discussed strategies that give […]

Creative Exit Strategies: Readying Your Business for Sale

Are you or one of your clients considering selling a business within the next several years?  Start getting creative about your exit strategy today, so that you’ll be in the power position when selling tomorrow. We recently held three events where experts from Clark Schaefer Hackett and Taft Stettinius & Hollister discussed strategies that give […]

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