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What is Reverse Vesting and What are the Tax Considerations? [Video]

Listen as Eric Wall and Mark Seneca break down: The re-vesting timeframe The tax treatment of compensation versus deal consideration Tax law supporting favorable tax treatment for sellers...more

What Does "Cash Free / Debt Free" Mean? [Video]

Get up to speed with Ramy Shweiky and Mark Seneca on: Negotiable terms when establishing a purchase price How your purchase price is adjusted at closing Examples of debt-like items...more

How is Purchase Price Established? [Video]

Join Ramy Shweiky and Mark Seneca as they discuss the key components: Pricing factors from a buyer’s perspective Strategies to bridge gaps between buyer and seller expectations How sellers can maximize value...more

What's Important to Get Right in the Term Sheet? [Video]

Join Justin Yi and Mark Seneca to learn about the essential elements: Defining the deal structure and purchase price Setting indemnification terms Managing exclusivity periods to maximize your leverage...more

Should You Engage a Financial Advisor? [Video]

Financial advisors can add significant value in the M&A sale process, depending on your objectives and in-house capabilities. Justin Yi and Mark Seneca discuss the benefits of bringing in a banker, and when it may not be...more

What's the Timeline for a Sale Process? [Video]

Mark Seneca and Justin Yi outline the timeframe for a typical sale, and the key work streams involved. Learn about: A basic framework from the time that you sign an LOI Key milestones from LOI to closing External...more

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