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Take Five #123: CPA explains how to use the tax code to save (a lot) on your SMB purchase, and more
Articles

Take Five #123: CPA explains how to use the tax code to save (a lot) on your SMB purchase, and more

Top five must-reads this week in the world of SMB acquisitions and operations

September 13, 2024

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Baby Boomer Retirements and SMB Market Demand

Mass Baby Boomer retirements are reshaping SMB ownership—$10T in transfers, widespread succession gaps, valuation hurdles, and new buyer opportunities.

December 8, 2025
Baby Boomer Retirements and SMB Market Demand

How Supplier Analysis Impacts Deal Success

Supplier analysis determines SMB deal value and post-close stability - overlook it and risk margin erosion, cash shortfalls, and integration failures.

December 7, 2025
How Supplier Analysis Impacts Deal Success

Top Regions for Real Estate Investment 2025

A market-by-market guide to the best U.S. real estate regions for 2025, comparing prices, rents, cap rates and suitability for cash-flow or growth strategies.

December 6, 2025
Top Regions for Real Estate Investment 2025

Expense Trends in SMBs: Red Flags to Avoid

Analyze 3-5 years of SMB expenses to spot volatile COGS, payroll irregularities, misclassified costs, and pre-sale cuts that can skew valuation and cash flow.

December 5, 2025
Expense Trends in SMBs: Red Flags to Avoid
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