Alternative Investments, Business Valuation, Buying & Selling a Company

Mergers & Acquisition Trends – November 2019

Alteris LLC tracks Mergers & Acquisitions (M&A) generalized valuation and other trends/metrics from its various partners and research sources.  We will periodically report on what we find here.  For more detailed information on valuations and M&A trends contact us directly. Please note that this information is a summary of many different types of companies of various sizes in a variety of industries. The specific valuation for any individual company, for your business, may and probably will vary greatly.  Each company and set of circumstances is unique and must be considered individually. This data is collected from various sources and includes…

Continue Reading

Business Valuation, Buying & Selling a Company

M&A Valuations for Q3 2018

Alteris periodically reports on valuation metrics for companies in the lower middle market. When the owner of a privately held business decides to sell their company, they will want to know what they can expect to receive. This is not entirely a straightforward process, as each company and buyer are unique. There will be circumstances and factors specific to a certain company and its buyer that will raise or decrease the value of an individual business. Further, the state of the M&A market in general and for certain types of companies specifically will either increase or decrease the value of…

Continue Reading

Business Valuation, Exit Planning, Tax

Beware the Stealth Tax

Following are two articles I posted on LinkedIn. They describe an attempt by the IRS to implement a “stealth tax” on business owners. Because business valuation techniques and processes can be somewhat obscure for most people, the impact of such a change could easily have passed unnoticed. Business valuation is both art and science and this is an example of how these two factors interact. We need to always be diligent about changes in public policy that are hidden in this way. There are real implications for real people. Posted on LinkedIn November 7, 2017: This is a follow-up to…

Continue Reading