Salta al contenuto principale

#business-acquisition

Business Acquisition

Due diligence and accounting for business acquisitions

Bootstrapped SaaS Valuation Multiples in 2026: What Indie Founders Actually Get on Acquire.com
·mike

Bootstrapped SaaS Valuation Multiples in 2026: What Indie Founders Actually Get on Acquire.com

2026 data from 600+ Acquire.com listings shows bootstrapped SaaS selling at roughly 2.6x TTM revenue and 10.7x profit — a 30–50% discount to public comps. Here's how NRR, CAC payback, customer concentration, and reconciled books move your multiple, and the diligence documents buyers actually request.

saas
business-acquisition
indie-hackers
Business Valuation in Divorce: How Much Is a Spouse's Company Worth?
·mike

Business Valuation in Divorce: How Much Is a Spouse's Company Worth?

Business valuation in divorce hinges on separating enterprise goodwill from personal goodwill and active from passive appreciation, using ASA/ABV/CVA-credentialed methods like income, market, and asset approaches.

business-valuation
divorce
small-business
Private Equity Roll-Ups in HVAC and Plumbing: What Your Business Is Actually Worth
·mike

Private Equity Roll-Ups in HVAC and Plumbing: What Your Business Is Actually Worth

Small HVAC and plumbing shops sell for 2.0x–3.5x SDE while assembled PE platforms exit at 17x–20x EBITDA — that multiple arbitrage powers the roll-up wave. Here's what determines your number, why $200K of rejected add-backs can cost $1.3M at closing, and how clean books protect your price.

small-business
trades
business-acquisition
FDD Item 19 Explained: Why 40% of Franchisors Skip Earnings Claims
·mike

FDD Item 19 Explained: Why 40% of Franchisors Skip Earnings Claims

About 40% of franchisors disclose no Item 19 earnings data in their FDD, and any verbal revenue claim outside that section is not legally enforceable — here's how to read what's disclosed and what to do when it isn't.

franchise-bookkeeping
legal
compliance
SBA 7(a) and 504 Loan Eligibility in 2026: New Citizenship Rules and the End of SBSS Credit Scoring
·mike

SBA 7(a) and 504 Loan Eligibility in 2026: New Citizenship Rules and the End of SBSS Credit Scoring

Effective March 1, 2026, SBA 7(a) and 504 loans require 100% of direct and indirect owners to be U.S. citizens or nationals with a U.S. principal residence — green card holders no longer qualify — and the FICO SBSS score is retired in favor of a 1.10 minimum debt service coverage ratio and full commercial credit analysis. Here's who's affected and how to prepare.

sba
sba-loans
small-business-loans
Employee Ownership Trusts: The Succession Planning Alternative Between Selling to a Stranger and Doing Nothing
·mike

Employee Ownership Trusts: The Succession Planning Alternative Between Selling to a Stranger and Doing Nothing

An Employee Ownership Trust (EOT) lets a business owner sell to a permanent employee-benefit trust instead of a competitor or private equity firm, costing roughly $30,000-$100,000 to set up versus $150,000+ for an ESOP, though the U.S. still offers no federal tax incentive for EOT sales while Canada made its C$10 million capital gains exemption permanent in June 2026.

succession-planning
business-acquisition
ownership
F-Reorganization Under Section 368(a)(1)(F): The Pre-Closing Restructuring PE Buyers Use to Buy S Corporations
·mike

F-Reorganization Under Section 368(a)(1)(F): The Pre-Closing Restructuring PE Buyers Use to Buy S Corporations

A practical walkthrough of the Section 368(a)(1)(F) reorganization — the six regulatory requirements, the six-step Rev. Rul. 2008-18 choreography, why PE buyers prefer it to a 338(h)(10) election, and how it preserves the operating EIN while giving the buyer asset-basis step-up and the seller tax-deferred rollover equity.

s-corp
tax-planning
mergers-and-acquisitions
The F Reorganization: How S Corporations Restructure Tax-Free Before a Sale
·mike

The F Reorganization: How S Corporations Restructure Tax-Free Before a Sale

An F reorganization under IRC Section 368(a)(1)(F) lets an S corporation restructure tax-free into a holding-company/QSub form so a buyer gets an asset basis step-up at any ownership percentage and sellers can defer tax on rollover equity.

tax
tax-planning
s-corp
Quality of Earnings Reports: How Sellers Protect Their Price in a Business Sale
·mike

Quality of Earnings Reports: How Sellers Protect Their Price in a Business Sale

A Quality of Earnings report normalizes a company's earnings, reconciles them to cash, and tests every add-back. Sellers who commission their own QoE averaged a 7.4x EBITDA multiple versus 7.0x for those who did not.

business-acquisition
small-business
financial-reporting
Section 7874 Anti-Inversion Rules: Why a Foreign Parent Does Not Always Mean a Foreign Tax Bill
·mike

Section 7874 Anti-Inversion Rules: Why a Foreign Parent Does Not Always Mean a Foreign Tax Bill

Section 7874 treats a foreign parent as a U.S. corporation when former U.S. owners hold 80% or more, and penalizes inversion gain for 10 years at 60-80%. The substantial business activities safe harbor requires 25% of employees, assets, and income in the foreign country.

tax
tax-compliance
business-acquisition
ASC 805 Purchase Price Allocation: Acquired Intangibles, Earn-Outs, Pushdown Accounting, and Form 8594 Reconciliation
·mike

ASC 805 Purchase Price Allocation: Acquired Intangibles, Earn-Outs, Pushdown Accounting, and Form 8594 Reconciliation

How acquirers execute a purchase price allocation under ASC 805 — identifying intangibles, handling bargain purchases and earn-out volatility, electing pushdown accounting, and reconciling the GAAP allocation to Form 8594 under Section 1060.

mergers-and-acquisitions
business-acquisition
business-valuation
Section 382: Why Acquirers Lose a Target's Net Operating Losses
·mike

Section 382: Why Acquirers Lose a Target's Net Operating Losses

Section 382 caps how fast an acquirer can use a target's net operating losses after an ownership change — annual limit equals the loss corporation's equity value times the long-term tax-exempt rate (about 3.58% in early 2026). Here is what triggers it and the legitimate workarounds.

tax
tax-planning
tax-compliance
Mostrando 13–24 di 31 articoli