M&A

Preserve Your Business Legacy with Proactive Succession Planning

December 5th, 2024|Categories: Accountant, Accounting, Burns Firm, Business, CPA, CPA Dallas, CPA near 75252, CPA Texas, Dallas CPA, Sell Business, Selling a Business, Services, Small Business, Succession Planning, Tax, tax accountant, Tax Advisor, Tax Planning|Tags: , , , , , , , , , , , , , |

Running a business requires a lot of hard work. As a business owner, you may be so focused on managing day-to-day operations and pursuing growth opportunities that you put succession [...]

Installment Sales Can Be a Win-Win for Buyers and Sellers

March 21st, 2024|Categories: Accountant, accountant near me, Accounting, Burns Firm, Business, Buying a Business, Capital Gain, Capital Gains Tax, CPA, CPA Dallas, CPA near me, Dallas CPA, Installment Sale, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, tax accountant, tax accountant near me, Tax Advisor, Tax Basis, Tax Planning, The Burns Firm|Tags: , , , , , , , , , , , |

For federal income tax purposes, an installment sale is when at least one payment of proceeds from an eligible sale is deferred until after the end of the tax year [...]

Planning a Graceful and Profitable Exit from Your Small Business

October 31st, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Business Valuation, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, M&A, Sell Business, Selling a Business, Services, Small Business, Tax, tax accountant, Tax Advisor, The Burns Firm|Tags: , , , , , , , , , , |

At some point, every business owner leaves the company, either voluntarily through retirement or otherwise. Some businesses will outlive their founders. Others can't survive without the continued involvement of a [...]

Operating a “Sale Ready” Business

September 28th, 2023|Categories: Accountant, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax, tax accountant, Tax Advisor, The Burns Firm|Tags: , , , , |

Smart business owners always operate as if they're planning to sell — because they never know when someone will come along with an irresistible offer or when tragedy might [...]

It’s Important to Understand How Taxes Factor Into M&A Transactions

September 26th, 2023|Categories: Accountant, Burns Firm, Business Valuation, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax, tax accountant, Tax Advisor, Tax Law, The Burns Firm|Tags: , , , , , , |

In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring another business, it’s important to understand how [...]

Be Sure Your Due Diligence Is Thorough

August 10th, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Business Deductions, Business Write-offs, Buying a Business, Countdown to Transition, CPA, CPA Dallas, CPA near me, CPADallas, Dallas CPA, Deductions, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax Advisor, The Burns Firm|Tags: , , , , , , |

Comprehensive due diligence is essential if your business plans to acquire or merge with another organization. Without one, complicated implications could arise with the potential to significantly affect the profits [...]

M&A Reminder: Earnouts Bring Critical Tax Considerations

July 5th, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, Earnouts, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor, Tax Basis, Tax Planning, The Burns Firm|Tags: , , , , , , , , , , |

Merger and acquisition (M&A) activity is widely expected to pick up this year, after a lull in 2022. Amid economic uncertainty, earnouts are likely to play a big role in [...]

Thinking about Selling Your Business? Add Value Now

June 6th, 2023|Categories: Accountant, Burns Firm, Business Valuation, Buying a Business, CPA, CPA Dallas, CPA near me, Dallas CPA, Due Diligence, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor, Tax Planning, The Burns Firm|Tags: , , , , , , , , , , , , , , , , , |

Business succession and exit planning should ideally be done over a long period of time (unless illness or another emergency makes it necessary to address them in the short term). [...]

Set a Realistic Price for Your Business

April 4th, 2023|Categories: Accountant, Accounting, Burns Firm, Business, Business Valuation, CPA, CPA Dallas, CPA near me, Dallas CPA, M&A, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Advisor|Tags: , , , , , , , , , , |

As part of your exit strategy or your estate plan, let's say your team of advisors has helped you determine that selling your business will help you best achieve your [...]

Communication Is Critical During Mergers and Acquisitions

October 13th, 2022|Categories: Accounting, Burns Firm, Business, Buying a Business, CPA Dallas, Dallas CPA, Dallas tax return preparer, Dallas tx accountant, Growing A Business, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax, Tax Credits|Tags: , , , , , , , , , , , , , |

Want to enter a market quickly, expand market share, or acquire an established brand? The first phrase that comes to mind is mergers & acquisitions. That can be a quick [...]

Communication Is Critical During Mergers and Acquisitions

October 7th, 2021|Categories: Accounting, Burns Firm, Buying a Business, CPA Dallas, Dallas CPA, Dallas tx accountant, Merger & Acquisition, Sell Business, Selling a Business, Services, Small Business, Tax Planning, The Burns Firm|Tags: , , , , , , , |

Want to enter a market quickly, expand market share, or acquire an established brand? The first phrase that comes to mind is mergers & acquisitions. That can be a quick way [...]

Due Diligence Considerations for Sellers

June 10th, 2021|Categories: Accounting, Burns Firm, Business, Buying a Business, Due Diligence, Merger & Acquisition, Partnership, S Corporation, Sell Business, Selling a Business, Small Business, Tax, Tax Planning|Tags: , , , , , , , , , , , |

You may be able to structure the sale of a corporate business as a tax-free reorganization. However, to be totally tax-free, you generally must receive nothing but stock in the acquiring [...]

Private Equity: Taking Companies to the Next Level

December 17th, 2020|Categories: Accounting, Burns Firm, Business, Buying a Business, Merger & Acquisition, Sell Business, Selling a Business, Tax|Tags: , , , , , , , , , , |

The number of mergers and acquisitions has continued to be strong in recent years, and private equity has remained as one of the driving forces. With private equity capital looking [...]

Preventative Steps Help Ensure M&A Success

June 18th, 2020|Categories: Accounting, Burns Firm, Business, Buying a Business, Merger & Acquisition, Sell Business, Selling a Business|Tags: , , , , , , , |

Just because a merger or acquisition is completed on paper does not mean the transactions will be a success. The implications can generally be seen 18 to 24 months after [...]

Testing the Waters Before Jumping In

April 2nd, 2020|Categories: Accounting, Burns Firm, Business, Buying a Business, Merger & Acquisition, Sell Business, Selling a Business, Services, Tax|Tags: , , , , , , , , , , |

When considering a merger or acquisition, the most opportune time to find out about possible culture clashes is obviously before the deal is complete. In fact, one often-cited reason for [...]

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