Unlike most business brokerages, Trinity takes a proactive role throughout the process of business sales.  By surrounding each transaction with a top-notch team, we are able to provide perspective and assistance at each turn, including business valuation, tax mitigation of the transfer, negotiation and structuring of the definitive agreements.  Selling a business is complex by nature, but our team is adept at navigating the ins and outs, helping our clients make the right decisions.  By allowing our team of experts to handle your transaction, allows you to focus on growing your company to maintain its value.

Synergy is critical in all business relationships, so finding the right buyer match is essential. Trinity also excels at matching buyers for our clients that providing a smooth transition and a ‘win-win’ situation for everyone involved.

Wondering what the best way is to proceed with business valuation?

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Selling a business could be both challenging and gut-wrenching at times, however, being prepared can help ease the process.  The following are a few issues to consider when selling a business as they pertain to tax issues from a business transfer.

Stock vs. Asset – Depending on how your business is organized, the framework of the transfer you negotiate with your buyer could be critical.  Should I sell the stock or the assets?  Each formation, whether it is a C-Corp, S-Corp, LLC, or Partnership, possess different tax treatment upon the sale.  The way your company is organized may affect the way you are taxed either at the corporate level or individual level and also may determine depreciation recapture.  Knowing how to negotiate and structure around these issues could make a difference in up to 30% or higher in your total net proceeds.

Allocation of the Sales Price – The allocation of sales price will determine how the proceeds are taxed under an asset sale.  There is an inverse relationship between how the buyer and seller want the allocation.  How much of the final sales price should be allocated to consulting agreements, non-competes, fixed assets, intangible assets, and other assets are a factor of how experienced and knowledgeable of a negotiator you have on your team.

Installment Considerations – Are there any installment sale considerations?  Should there be?  Depending on your personal tax situation and any impending tax legislation on the horizon, an installment option may need to be considered as a tax mitigation strategy.  An experienced and knowledgeable negotiation can help in this situation.

There are too many other tax issues to consider when selling a business, but our experienced team of advisers can help you, not only advising, but negotiating between the parties.  Unfortunately, most business brokers never consider the tax implications, leaving it up to the seller’s accountant to handle after the sale; when it’s too late to turn back the clock.  Contact Trinity today to for a Free Feasibility Analysis of your business to determine if you are ready to go-to-market.

Curious if now is a good time to sell your business?

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Talking Through The Process: We want to take the time to talk to you and learn about your business. How familiar are you with the process of valuing and selling a business? We’ll discuss every step to ensure that there are no surprises in the process.

Your Expectations and Valuation: We want to know your intentions with the business. If asked, would you be willing to stay on to run the company, or are you retiring with no interest in sticking around? We’ll begin to talk valuation of your business, and if your expectations are reasonable in the current market. What concessions will you be willing to make, and what are you adamant about? It’s important to have these discussions openly and transparently.

Considering the Alternative: When it comes to finding buyers for your business, Trinity Transaction Advisory will bring in all the usual suspects. But we’ll also take a look at offers from more diverse buyers that might be offering you concessions and opportunities that you might not have thought of. All of this is done to give you the most options and to make sure you’re as satisfied as possible with selling a business.

Trinity Transaction Advisory wants to make sure you have the best possible experience in business valuation and selling. Get the process started by contacting us today.

Curious if now is a good time to sell your business?

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Here are a few qualifications to look for when you’re vetting your M&A transaction advisory:

Interview Them – During a job interview, most human resources professionals can tell within 8 minutes whether or not the prospective candidate is the right person for the job. When you interview someone to walk you through selling a business, it’s important for you to have questions prepared so that you can get a good indication of how they’ll respond in specific situations regarding the sale of your company. This is a great way to test the candidate’s candidness, confidence level, and overall knowledge, as well as give them a chance to inquire about your goals during the sale. Since you’ll be working with this person quite a bit during the sales process it’s important to know that you can get along with them.

Look For A Verified And Exemplary Track Record – Just because a transaction advisory is in business doesn’t mean that it can get the most for your business. Ask to see testimonials from previous clients to see if they were happy with the entire process, including the final selling price of their business. If you can find an M&A advisory who consistently out performs expectations, you’ve found a good contender to work with as your transaction advisory.

No One Can Do It Alone – In the M&A field, you can find strong individuals who might be able to convince you that they can handle your transaction. But don’t trust them if they tell you that they can handle everything themselves. The process is too complex for one person to do it efficiently, so you need to make sure that they have surrounded themselves with an excellent team of appraisers, tax advisors, analytic advisors, and negotiators. You’ll want to inquire about their relationships with other resources as well, such as attorneys, CPA, and financial institutions. In short, you should be hiring a team, not a sole practitioner.

Make Sure They Have Experience With Your Type of Business –  Much as you wouldn’t use a residential agent to buy an apartment complex, you need an M&A business broker who has dealt with a business like yours. Make sure they’ve dealt with a company of your size, as well as have experience with similar businesses in your industry. It’s also important they have access to industry metric tools to aid in the process.

The mergers and acquisitions process can be an exciting time, but it is important to have chosen a transaction team which can help you get the right deal to the finish line. Contact Trinity Transaction Advisory today for a no obligation Market Feasibility Analysis.

Curious if now is a good time to sell your business?

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You might want to reconsider if you’re thinking about selling your business by yourself because you’ll get huge advantages if you sell with an M&A company that handles this every day. Why?

More Money: Since you own your own business, you probably have some experience negotiating prices. Maybe you’ve bought smaller businesses before. But we know the best way to maximize the amount of money you can get for your company. While we can’t guarantee that you’ll get more money for your business when you use us as your M&A advisory firm, statically you’re more likely to.

The Legality: Selling a business can be a legal nightmare, and the good thing is that we have legal connections who are experts in this particular field. You want to make sure that you’re covered both during and after the sale so that nothing comes back to bite you after the deal is closed or during due diligence.

The Options: Even if you’re well-connected in your field, you won’t have the vast network of possible buyers that we have. We have databases of every company that might be a good fit for you and can find you options that you might never have imagined (such as companies outside of your field who are simply looking to invest in a solid performer, no matter what kind of business it is).

You’ve had a lot of business dealings, but now it’s time to hire a company that specializes in getting you exactly what you want when you sell your business.

Curious if now is a good time to sell your business?

The post Advantages of Selling With a Mergers and Acquisitions Company appeared first on Trinity Transactions Advisory, LLC.

Alexander Electric, Inc., a mid-size Commercial, Industrial, and Institutional Electrical contractor in Southeast Texas, performing new buildout and maintenance of electrical contracting work for schools, industrial plants, and commercial buildings. The company possesses a strong management team, quality talent, excellent working relationship with large general contractors, and has a solid reputation boasting a 30+ year track record for quality workmanship, an experienced team, and client satisfaction.

In a recent interview, former CEO, Gary Alexander described their work with Trinity as follows: “I was thrilled with Trinity throughout the whole process…..they were the best! If I had to do it all over again, I’d do it with Trinity.”

KH Commercial LLC., founded and operated by Kurt and Hein Keller, brings vision, technical, and management expertise to the already successful management team. The company is well-capitalized and has a strategic approach, acquiring Alexander Electric as a platform company from which they could bolt on future assets.

Alexander Electric was exclusively represented by Trinity Transaction Advisory, LLC, and comprised of the deal team of Gerald Kong, Senior Advisor, Negotiation and Structuring; Monty Walker, Tax Analysis and Deal Structuring; and Brian Wendler, Business Valuation and Structuring. The transaction was funded by a blend of equity injection and 3rd party financing funded by Midwest Regional Bank, represented by Sam Creoles.

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