Specialty Services - Resources

Articles & Tips

• Tax Benefits in Acquisitions of Privately Held Corporations

How your company is organized for tax purposes affects its selling price in an acquisition

• Tainted Knowledge vs. Tempting Knowledge

A study examines how people react to ideas that come from internal or external rivals.

• The Hidden Issue in Firing Family Members

Firing any employee is complicated, but not nearly as complicated as when the employee is a family member who also owns a part of the company.

Case Studies

• DC Shoes

DC Shoes’ success in skateboarding shoes and apparel attracted the notice of corporate suitors, but how could it know it was getting a good offer?

Financial Advisor Q&As

• Planning for Business Sales

John Stewart, Director of Merrill Lynch’s Private Sales Referral Network, explains how proper planning is crucial to creating an effective succession strategy.