Now may be the right time. We get it. The thought of selling your business can be downright scary. You've poured your heart and soul into building something substantial, and now you're considering letting it go. It's normal to feel uncertain, even anxious about what comes next. But here's the thing - the current market...
"There are no buyers for my business" We disagree. Our buyer inquiries are up 15% and continue to climb. According to a recent study from Forrester Research, roughly 64% of small business buyers are born after 1980. Now, add in current business owners looking to grow, high net-worth individuals, and strategic buyers. Over 25,000 of...
Is your business truly ready for you to step away? Imagine taking the afternoon off and enjoying quality time with your grandchild at their soccer game or on the golf course. Now imagine it while not having to worry about running your business. There's a difference, right? Before diving into these moments, consider if your...
We hear it all the time: "I'll wait to see what happens in the next election before I make any big moves with my business." But here's the truth: political changes take time, and waiting could mean missing out on current opportunities. And by the time those changes filter down to small business owners, months—if...
By: Matt Sobieski, CPA, Business Broker, Industry Expert The market for buying and selling CPA firms has evolved significantly. What was once dominated by peer acquisitions has now attracted private equity and strategic buyers, leading to higher purchase prices and better terms for sellers—often with 50-80% cash at closing and equity rollover options. Sunbelt has...
Sunbelt Finance recently facilitated financing for a well-established precision machinist with experienced management in-place. This was a stock sale sold to a Buyer with extensive manufacturing experience. The SBA loan funding partner is a top-notch regional SBA Preferred lender. The SBA 7(a) loan amount was $3,890,000 with an 80% loan to value (LTV), 10%...
President Biden bowed out of the 2024 Presidential race. But the clock is still ticking on the Trump-era tax cuts. And President Biden’s proposed budget, including substantial tax increases, is still in play. Business owners who are considering a business exit in the near term may want to consider an exit before Trump-era tax cuts expire....
By Keith Payne Licensed Business Broker, Independent Insurance Specialist, and Manuel Santana, Certified Business Appraiser As an independent insurance agency owner contemplating an exit strategy, whether through a complete sale or partial transfer, careful planning is crucial to maximize your agency's value and ensure a smooth transition. Recent changes to the Small Business Administration (SBA)...
By Business Brokers, Keith Payne and Manuel Santana Fireworks, Freedom, and Future Plans: When July 4th Sparks Talk of Selling Your Insurance Agency As the 4th of July approaches, many business owners find themselves in a unique position. Amidst the fireworks, barbecues, and patriotic celebrations, conversations with family and friends often turn to more personal...
