2018 Newsletter Archive
Transact Capital sees strong M&A activity continuing for remainder of 2018
After advising on nine sale closings in the first half 2018 and with several others under LOI, Transact Capital sees continuing momentum for the remainder of 2018. The Richmond-based M&A firm, focusing on sale transactions with valuations under $50 million, served as exclusive financial advisors on the following deal closings: • Coral Industries Inc., headquartered […]
Treating a Stock Purchase as an Asset Acquisition
When it comes to making an acquisition, stock and asset purchases have their advantages and disadvantages but there might be a way to combine the best of both worlds. Buying a target corporation’s stock is a relatively simple legal step. The buyer gains control of the target’s assets with no hassle because it will own the […]
New Law Gives Eligible Pass-Through Businesses a Special Tax Break
Federal income tax rates for C corporations have been reduced to a flat 21%, starting in 2018 under the Tax Cuts and Jobs Act (TCJA). But what about pass-through businesses? Congress devised a special tax break for pass-through businesses to help achieve parity between the reduced corporate income tax rate and the tax rates for business […]
Important Changes for Individuals in the New Tax Law
For individual taxpayers, the new tax law — commonly known as the Tax Cuts and Jobs Act (TCJA) — includes many expected changes, some unexpected ones and some that didn’t make the final cut. Here are the most important things that individual taxpayers need to know about the TCJA, which was signed into law on December 22, […]
New Tax Law Can be Costly for Many Middle-Class Wage Earners
Beware Christmas Gifts Coming in Large Packages… for many middle-class individuals, taxes will be rising in 2018. The Tax Cuts and Jobs Act signed into law on December 22nd is a big win for the president and a boon for corporations, but there is at least one provision in the tax bill that will be painful to […]
Making a Taxable Acquisition of an S Corp
Patrick Brown points out that many of us at Transact Capital have saved a deal from falling apart by using a special tax election which allows a buyer to purchase the stock of an S-Corp, and at the same time have it treated as an “asset purchase”. The article below summarizes the reason why this […]
8 Ways Investment Bankers Add Value for Sellers
Many business owners ponder selling their business without engaging an advisory firm or investment bank. Even when approached by a “friendly” suitor, going it alone can leave significant value on the table along with increasing the risk of successfully closing the deal. Steve Zacharias, managing partner of Transact Capital, identifies the key functions and benefits […]
Maximizing the Exit of Your Staffing Company
Authored by Patrick Morin, Managing Director, Transact Capital The US has seen over 600 staffing company transactions in the last three years – an eye-popping number. M&A in the space continues unabated and owners are benefiting significantly from exiting in such a frothy market. Still, our experience with selling staffing companies has exposed some unique […]
Beware when Cash Basis Taxpayers Exit their Business
Authored by Steve Zacharias, Managing Partner, Transact Capital Many small business owners file taxes on a cash basis even when they prepare accrual basis financials. Besides a vastly simplified tax return, the filer gets the benefit of deferring the payment of taxes on sales until the cash is ultimately collected. But beware: there can be […]
