Category: Corporate Finance

Pre-Exit Planning Video 4-Earn-outs and Contingent Purchase Price Adjustments

Please join Wayne M. Zell, Esq. for this 4th of nine videos of Episode 4: Planning the Exit, which focuses on the use of earn-outs, contingent purchase price adjustments and…

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Pre-Exit Planning Video 3-ESOPs and Impact of Sale on Employees

Please join Wayne M. Zell, Esq. for this 3rd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating…

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Navigating Rough Waters Video 6-Phantom Stock, Stock Options and Other Alternatives

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 3: Navigating Rough Waters, which focuses on alternatives to having minority shareholders by using synthetic equity…

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Growing and Soaring Video 5-More on Appraisals and Valuation

Please join Wayne M. Zell, Esq. for this fifth of eight videos of Episode 2: Growing and Soaring, which continues the discussion of business valuation and appraisals. (more…)

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New Blueprint for Wealth Podcast Interview of Private Access Founders

Please join Wayne M. Zell in his latest podcast interview of Randy Domolky and Scott Schedler, Co-Founders of Private Access Network (PAN), a new accessible early stage investment alternative for accredited investors. http://www.blueprintforwealth.org/wp-content/uploads/2016/03/Pan-Podcast-3.23.2016.mp3Podcast:…

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Tax Extenders Package Includes Permanent S corporation Relief

As you may know by now, on December 18, 2015, President Obama signed into law “The Protecting Americans From Tax Hikes Act”, which made permanent many expiring or expired provisions…

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Merger Activity Does not Mean the Economy is Booming

According to this New York Times article, the recent surge in M&A activity does not mean that the economy is doing great. Rather, it may indicate that trouble lies ahead for an overheated…

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M&A Activity Surging

According to this recent KPMG survey, merger and acquisition activity is surging in the United States.  Lots of liquidity and favorable financing terms are fueling the surge.

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Chris Helmrath Discusses SC&H Capital Group

Please join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group.  Chris discusses the firm and the unique investment banking services provided by his group. /wp-content/uploads/2014/08/Helmrath-SCH-8.20.14.mp3Podcast: Play…

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