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.

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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.

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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).

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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

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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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