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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
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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

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

September 13, 2024

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5 Steps to Map Regional Competitive Landscapes

Five clear steps to map regions, benchmark competitors, visualize gaps, and turn insights into targeted acquisition opportunities.

December 14, 2025
5 Steps to Map Regional Competitive Landscapes

Market Data vs. Historical Data in Revenue Projections

Compare market and historical data for SMB revenue forecasts; learn when to use each, combine methods, and run scenario-based projections.

December 13, 2025
Market Data vs. Historical Data in Revenue Projections

How Culture Impacts Post-Acquisition Success

Assess and align company cultures during due diligence and post-close to reduce turnover, protect revenue, and capture expected synergies.

December 12, 2025
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Checklist for Sanctions Compliance in M&A

Step-by-step sanctions checklist for M&A: assess risk, screen counterparties, structure reps and indemnities, and integrate compliance within 90 days post-close.

December 11, 2025
Checklist for Sanctions Compliance in M&A
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