Articles & Whitepapers

In this whitepaper, we explore the relationship between tax savings from depreciation and interest expenses and their impact on a company's valuation. The key takeaway is that while tax savings improve short-term cash flow by reducing taxable income, they also have longer-term implications for valuation that depend on the method used to evaluate the company. As a business owner, it’s criti...

Transformative M&A: Unlocking Core Business Potential Discover how M&A can be a catalyst for core business transformation, driving strategic growth and unlocking unprecedented value. Click here to see the full report. #PandoPreDiligence

What makes a business valuable? While every business certainly is different, there are a few trademark characteristics that we see time and again in high-value businesses. Any business with good backbones can have these same winning characteristics woven into the fabric of the business. This is music to the ears of succession planning clients who are getting ready for an exit from their business,...

We know that 55% of all business exits are via less than favourable circumstances. That is either death, disability, bankruptcy, receivership, liquidation or simply closing the doors and walking away. This is indeed a gloomy reality. Under these circumstances, we usually then conduct a post-mortem. What went wrong? When did it go wrong? Was there anything that we could have done differently to avo...

As part of our initial investigative work with clients' businesses and to help in preparing due diligence and valuation reports, we inevitably undertake a benchmarking exercise to measure the performance of the business against industry averages and for comparison against competitors in the marketplace. On every client we have benchmarked, we have been able to identify the following: Key are...

As aging baby boomers get closer to retirement and exiting their business, many put exit planning in the 'too hard' basket - delaying the inevitable and putting off the sometimes-difficult decisions. By a long way, the most successful exits come with early planning, detailed preparation, and careful strategy. But strategy takes time. The longer you have to plan and prepare, the better the outcom...

There has been much recent talk of the aging population and with it naturally comes the aging of business owners. This has led to a dramatic increase in those seeking to exit their businesses both now and over the next 12 years. What is important to realize for business owners is that business succession planning is not about leaving it until the last possible moment and then determining the most ...

A lot of hard work and investment (personal and professional) goes into the building and growing of a business. For this reason, it can be a tough pill to swallow settling for less than you feel your business is worth when it comes to selling. There are 4 major mistakes business owners make that can be easily avoided to make sure your business sale is a complete success, and you sleep easier after...