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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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Updates

Asset Inventory Checklist for Acquisitions

Step-by-step asset inventory checklist for acquisitions covering scope, documentation, valuation, IT, real estate, and integration to avoid liabilities.

January 9, 2026
Asset Inventory Checklist for Acquisitions

Local Tax Policies and Their Role in SMB Acquisitions

How state and local tax rules in Florida, Texas, California, and New York affect SMB deal costs, structure, and post-acquisition profitability.

January 8, 2026
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SBA 504 Loan Use Cases for SMB Buyers

Explains how SMBs can use SBA 504 loans to buy or build owner-occupied property, finance long-life equipment, acquire businesses, or refinance asset debt.

January 7, 2026
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Ultimate Guide to Executive Summaries for SMB Buyers

Write concise, data-driven executive summaries for SMB acquisitions: key components, a five-step process, common pitfalls, and deal-sourcing tools.

January 6, 2026
Ultimate Guide to Executive Summaries for SMB Buyers
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