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

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.

  • Business Valuation

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.

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