Top five must-reads this week in the world of SMB acquisitions and operations
Step-by-step guide to valuing a logistics firm using asset-based, market multiples, and DCF approaches, plus key metrics, fleet and market factors.
Outline post-closing documentation, deadlines, and retention rules for SBA 7(a) and 504 loans—required forms, lender/borrower obligations, and submission tips.
Asset sales let buyers limit liabilities and claim tax step-ups; stock sales preserve permits, contracts and favor sellers—compare legal, tax, and continuity trade-offs.
Clear Form 8594 guidance for SMB asset sales: align buyer/seller allocations across seven classes, document FMV, file supplemental forms, and avoid IRS penalties.