Buying a Business

Acquisition $2M-$5M

Choose this if you are acquiring a business in the $2 million to $5 million range. At this level, professional due diligence is not optional, and the...

Acquisition $500K-$2M

Choose this if your acquisition price falls between $500,000 and $2 million. At this level, purchase price allocation becomes a major tax planning lever,...

Acquisition $5M-$10M

Choose this if you are acquiring a business valued between $5 million and $10 million. At this level, you need multiple advisors, and tax structuring...

Acquisition Already Closed

Choose this if you have already completed your business acquisition and are now dealing with the tax consequences of a closed transaction.

Acquisition Over $10M

Choose this if the acquisition price exceeds $10 million. At this level, a full team of advisors is essential, and tax structuring is one of several...

Acquisition Under $500K

Choose this if you are buying a business for less than $500,000. At this price point, the deal is almost certainly structured as an asset purchase, and the...

All-Cash Purchase

Choose this if you are paying the full purchase price in cash with no financing. This is the simplest structure from a tax standpoint, but it eliminates one...

Asset Purchase

Choose this if you are buying the individual assets of a business (equipment, inventory, customer lists, goodwill) rather than the entity itself. Asset...

Bank or SBA Loan

Choose this if you are financing the acquisition through a bank loan or SBA-guaranteed loan. This is the most common financing method for small and...

Buying with Outside Investors

Choose this if the acquisition involves outside investors -- angel investors, private equity, family office capital, or any non-operating financial partner....

Buying with Partners

Choose this if you are acquiring the business with one or more co-owners who are not your spouse. Partnership taxation applies, and the operating agreement...

Buying with Your Spouse

Choose this if you and your spouse will co-own the business you are acquiring. Spousal co-ownership introduces unique tax elections that are unavailable to...