Selling a Professional Services Firm in Charlotte: How to Turn Rainmaker Risk into a Stronger Deal
When owners of professional services firms in Charlotte and across the Carolinas start thinking about selling, the first question is usually valuation. What is the firm worth? But an equally important question is how that value will be paid. In professional services transactions, the answer often depends on one structural issue: how dependent the firm is […]
4 Important Tax Issues to Consider When Selling a Business
Updated 2026 There can be significant tax implications when selling a business. In most cases, you will owe taxes on at least part of the gain from the sale, but thoughtful planning may help you understand, manage, and sometimes reduce the tax impact. Before considering specific tax issues, the first step is to get a […]
Rollovers as Business Startups: ROBS
Rollovers as Business Startups (ROBS) allow a person to start or acquire a business using their 401(k) without paying early withdrawal penalties or upfront taxes. I utilized my 401(k) when I purchased a business from Viking M&A years ago. You might be surprised at how many folks have no idea that this is an option! […]