Valuations & Financials

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Exclusion of Gain on Qualified Small Business Stock

If you are the holder of Qualified Small Business Stock (QSBS), Section 1202 of the U.S. Internal...

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The New Metrics in M&A

A new wave of financial buyers is making aggressive bids for companies, especially targeting smaller...

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Handling Cash on the Balance Sheet

One of the key financial elements in an M&A transaction is cash on the seller's balance sheet, that...

Capital Gains Tax

What You Need to Know About Changes in the U.K. Capital Gains Tax Laws

In its 30 October 2024 budget statement, the British government increased the capital gains tax (CGT...

Market Over Model (002)

Attention Buyers: Valuations–Market Over Model

As a buyer, using the right valuation approach can be the difference between winning or losing an M...

Closing Statement

The Closing Statement – What You Need to Know

One of the important documents in an M&A transaction is the closing statement, which details the...

Tax 2024

Major Tax Changes for US Software Companies

Recent changes to the US federal tax code have major implications for tech companies operating in...

Rule of 40

Rule of 40

One of the metrics that financial and strategic investors commonly use in assessing the...

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