Blog Categories: Transaction Advisory Services

December 7, 2021

Important Tax Changes for the Search Fund Community

On August 23, 2021, a ruling was made by the Tax Court that may have a significant impact on how entrepreneurs treat expenses incurred during the search phase. An Examination of Estate of Morgan v. Comm’r of Internal Revenue...

September 23, 2025

What Is Private Equity and How Does It Work?

Learn more about private equity, how private equity works, types of private equity investments, and everything else you need to know about private equity funds.

Accountant reviews business financials ahead of sale

October 30, 2025

Quality of Earnings (QoE) Report: Pre-Sale Due Diligence

Whether you're looking to buy or sell a business, the insights gained from a professional QoE report can assist in making informed decisions and navigate the transaction with confidence.

Meeting, planning and finance with a team of business people discussing a budget

December 3, 2024

Key Considerations in Choosing the Right Audit Provider for Your Search Fund

As a newly appointed CEO stepping into an operator role post-acquisition, there is already enough on your plate. However, this is a critical phase moving from search fund to operating company where finding the right financial reporting and advisory...

November 24, 2025

Schedule K-1 Process and Summary of Reporting Requirements

Schedule K-1 tax forms must be filed in a timely manner by pass-through entities to report each investor’s share of income, deductions, credits and more.

December 9, 2025

Accrual vs. Cash Accounting: What Buyers Need to Know

Learn the key differences between cash and accrual accounting methods, how each impacts a business, and what buyers can learn from financial reporting.