Business Viewpoint with Bruce Jones: Six steps to prepare your business to sell
Before responding to a prospective buyer and starting the process to sell your company, you should evaluate these six ...
Mergers & Acquisitions Outlook for 2016 and Q3 2015 Review
We are in the fourth quarter of 2015 and mergers and acquisitions data is now available through the end of the third quarter for business owners selling their company. In this report, we review our region’s most active industry sectors and give an outlook for 2016.
Section 338 Business Sale –Stock Sale, with Asset Sale Tax Treatment
What is a 338 Election? How would I use it when I sell my business?
In a typical acquisition (using an S-corporation as an example), the seller seeks to maximize capital gains, on which they pay a lower tax rate, and the buyer seeks to maximize the present value of tax deductions. While this may be desired, there may be a need to effect the transaction as a stock deal rather than an asset deal.
The Best Buyer for your Business
When a business owner is asked who the most likely buyer is for their business, they will typically have a fairly good idea who the most likely candidates are, which normally fits one of the following profiles: i) a competitor who can’t access your market, client base, lacks certain proprietary differentiators or some other motivation; ii) a strategic buyer who would love to buy your technology, unique products, service, patents, intellectual capital, team, or maybe your reputation in the marketplace; or iii) the private equity group that has been courting you for years, or maybe even; iv) the Senior Manager in your Company who’s worked for you for 20 years and who, with the right financial backer, could buy, manage and grow the business.
Oklahoma Acquisition – Bergan Pet Products
Bergan has been acquired by Ohio-based Coastal Pet Products, the world's largest pet collar and leash manufacturer. Bergan was represented by ClearRidge.
Recapitalization of B+T Group by the Gladstone Companies (Nasdaq:GLAD and Nasdaq:GAIN)
B+T Group has recapitalized with a $28 Million investment by Gladstone Capital Corporation (Nasdaq:GLAD) and Gladstone Investment Corporation (Nasdaq:GAIN).
Progressive Supply Acquired by DistributionNOW (NYSE:DNOW)
Progressive Supply (Pipe Distribution). ClearRidge has represented and closed two exceptional Oklahoma deals in the past month, in each case delivering a well-capitalized buyer and a robust valuation and deal terms.
Mergers & Acquisitions for Q3 2014 and Outlook through 2015
ClearRidge Report: Mergers & Acquisitions for Q3 2014 and 2015 Outlook. In this report, we review our most active industry sectors. These 7 industries are also among the most active sectors that drive M&A Activity in Oklahoma and the Southern Midwest region.
ClearRidge 2014 Middle Market M&A Advisory Firm of the Year
June 12, 2014. ClearRidge, an Oklahoma Investment Banking firm, was named Middle Market M&A Advisory Firm of the Year by Acquisition International. Click "More" to read full article.
Mergers & Acquisitions for Q2 2014 and Outlook through 2014
ClearRidge Report: Mergers & Acquisitions for Q2 2014 and Outlook through 2014. In this report, we review our most active industry sectors. These 8 industries are also among the most active sectors that drive M&A Activity in the Oklahoma and the Southern Midwest region. Click "More" to read the the full article.
