Let’s Make A Deal
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Let’s Make A Deal

M&A expert Roman Basi says this economy is fertile ground for business deals, especially with service-sector companies like snow and ice management.

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The recent announcement that newly formed Sperber Landscape Co.’s was taking over Milwaukee-based family business Kujawa Enterprises Inc. (KEI) turned quite a few heads in this industry, but M&A expert Roman Basi says deals like Sperber-KEI are no big surprise in this economy.

“This is the hottest market I’ve ever seen,” says the president of the Center for Financial, Legal & Tax Planning. “I’ve practiced now for nearly 20 years and we’ve never see anything like it. We think it’s being driven by the tax law that’s in place right now and the potential expiration of those benefits in the next six years.”

In the service industry, and across the U.S., there’s a tremendous amount of activity from the buying side, Basi says. While at this moment there’s a limited number of sellers compared to buyers, expect that to change as sellers envisioning a big payday begin to test the waters for a merger or acquisition.

Basi is a featured speaker at this year’s Executive Summit. He’ll be on hand at 10 a.m. Aug. 2 to discuss the fundamental concepts of buying or selling a business, and will share comprehensive, real-world strategies to minimize legal and tax implications and liabilities. Basi will also share methods to defer taxes, as well as some of the IRS tax rates and forms used for tax analysis, closing or estate planning.

CLICK HERE to take advantage of early bird rates to catch Basi’s session, as well as the other featured speakers at this year’s Executive Summit.

And if you’re considering becoming a buyer or seller in the near future, Basi recommends working with an M&A expert.

“We prefer to get involved prior to taking the company to market,” Basi says. “For the buyer and seller, it’s about how accurate of a picture you can put together about what you’re getting yourself into. For the seller, the No. 1 issue of importance is after deal cash flow, and for the buyer, it’s an accurate picture of what you’re actually buying.”

M&A expert Roman Basi says this economy is fertile ground for business deals, especially with service-sector companies like snow and ice management.