by Scott Sylvan Bell | Jul 22, 2026 | M&A and Deal Structure
Direct answer: Ask your CPA five diagnostic questions before selling: do I have QSBS status, what is my exit-optimal entity, have you reviewed my state residency implications, what installment options exist, and what trusts should I consider. Non-answers signal a...
by Scott Sylvan Bell | Jul 21, 2026 | M&A and Deal Structure
Direct answer: During site visits, buyers watch for six signals: how your team responds when you walk in, how clients refer to your company, whether your physical space matches your story, junior employee reactions, calendar and email volume, and management team...
by Scott Sylvan Bell | Jul 4, 2026 | Business exit strategies, M&A and Deal Structure
Published: 2026-04-20 | Last Updated: 2026-04-20 | By: Scott Sylvan Bell | Location: Sacramento, California How Does a Financing Agreement Work in an LOI? Direct answer: A financing agreement in an LOI is a clause stating the buyer will purchase the business...
by Scott Sylvan Bell | Jun 30, 2026 | M&A and Deal Structure
Direct answer: A roll up is a private equity strategy that combines multiple small SDE-valued companies in the same industry under one umbrella. Geographic clustering and shared back-office functions consolidate costs and lift the combined entity into a higher EBITDA...
by Scott Sylvan Bell | May 29, 2026 | Letter of intent, M&A and Deal Structure, Uncategorized
Published: 2026-05-26 | Last Updated: 2026-05-26 | By: Scott Sylvan Bell | Location: Sacramento, California How Do You Keep Deal Momentum Alive During a Business Sale? Direct answer: Deal momentum is the ability to keep a business sale moving forward through the...
by Scott Sylvan Bell | Apr 19, 2026 | M&A and Deal Structure, Uncategorized
Published: 2026-04-16 | Last Updated: 2026-04-16 | By: Scott Sylvan Bell | Location: Sacramento, California How Does a Virtual Data Room Work in M&A? Direct answer: A data room in M&A is a secure online repository storing 50-500 due diligence documents...
