Transaction Advisory Insights & Resources
Visit this page often as we feature new and relevant content from a variety of sources including insights from our trusted team of transaction advisory, tax and business professionals.

Vital Signs: The State of the Markets
Download This Report on Key Takeaways for the 3rd Quarter of 2023.
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M&A Due Diligence in the Era of Covid-19: PPP Loans Considerations
The Covid-19 pandemic has disrupted most economic sectors worldwide prompting governments to enact emergency stimulus measures to help businesses navigate the situation.

It’s Déjà Vu All Over Again for Physician Practice Acquisitions
What goes around comes around. In a trend mirroring that which occurred in the 1990s, physician practices are selling out to hospitals and private equity firms in increasing numbers.

Crisis Cash Flow Planning and the CARES Act
In the second of PBMares’ 6-part series on COVID-19, the focus was on managing cash flow during a crisis and included important updates and insights on the CARES Act and the Families First Coronavirus Response Act (FFCRA).

Negotiation: The Art in the M&A Deal
Part one of Virginia Commercial Finance’s “VCF Presents” presentation features Enrique Brito sharing best practices and key principles of effective negotiations. Source: Virginia Commercial Finance
Articles of Interest
Whitepaper | Contingent Consideration: A Means of Mediation in Acquisitions
As transactions increase their reliance on contingent consideration, it is important to ensure they are valued correctly.
Federal Tax Policy and Year-End M&A Activity
With the all-but-guaranteed tax increases in 2022 that are just around the corner, many corporate transactions that were already in the pipeline are accelerating to close before year-end. There are a range of potential tax implications that give deal makers reason to push through to an early deadline.
Whitepaper | Valuing Your Business
A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, you'll learn why you might need a valuation and the common methodologies used to determine value.
Winning as a seller in a frenzied M&A market
Sellers are able to command top dollar if they go into the sales process ready to hit the ground running which includes tax preparation.
M&A Due Diligence in the Era of Covid-19: PPP Loans Considerations
The Covid-19 pandemic has disrupted most economic sectors worldwide prompting governments to enact emergency stimulus measures to help businesses navigate the situation.
Keys to Addressing the EBITDA Impact of COVID-19
(authored by RSM US LLP) COVID-19 has significantly reduced M&A activity during the first and second quarters of 2020 and it is unclear when deal activity will get back to pre-pandemic rates.