logo

IAG M&A Advisors

We help your business get acquired by the right buyer, at the right time.

Get A Free Value Estimate
iag-inc5000-list-
info@iagmerger.com
(800) 788-7377

Follow Us:

Call Now! (800) 788-7377

mobile-logo

Business selling services, tax advisement, lender referrals, deal structures, esop

The Right Help at the Right Time.

IAG M&A Advisors is an award-winning mergers and acquisitions firm. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a trusted advisor, we work to assist the transaction in many ways including deal structures, burden reduction and more. Through our approved partner network, we also offer tax advisement referrals, SBA lending assistance and more. Explore all of the ways selling your business with IAG can benefit you.

Learn more

Value Added M&A Services From IAG

Selling your business can leave a lasting legacy for generations to come. We want your journey to be as smooth as possible. Learn more about how our team can help in nearly every aspect of selling your business.

SBA Lender Referrals

The U.S. Small Business Administration (SBA) has very stringent requirements for funding acquisition transactions. Often times, deals don’t make it through due to unforeseen aspects uncovered during diligence by SBA underwriters. 

 

IAG maintains partnerships with several experienced SBA-approved financial institutions capable of funding even the most challenging deals. In fact, our network includes sources from over 100 nationwide banks. 

 

When you receive a Letter of Intent (LOI) to purchase your business from one of our qualified buyers, we will start the pre-qualification process for SBA funding in advance. This way, the deal has less bumps down the road than it needs to and diligence can proceed unhindered by SBA qualifications.

Talk To An Advisor

Tax Saving Deal Structures

Whether you are buying or selling your business, tax issues can complicate every deal. Finding a transaction structure that meets the needs of the buyer and the seller, achieving a step-up in tax basis, and determining whether and how net operating losses, carryforwards, and other tax attributes can be utilized are complex issues that need to be addressed.

 

Most transactions involving the buying and selling of a business can be organized into one of two categories: an asset sale or a stock sale. Structuring the transaction as an asset sale will have different tax ramifications than structuring the transaction as a stock sale, and both sides should appreciate and be mindful of the differences.

 

IAG maintains partnerships with some of the industry’s leading tax advisors. Our partners can help determine exactly what the tax consequences are of selling your business, and when taxes will be due. In addition, our partners can recommend the best deal structure to your advantage.

Book A Value Call

ESOP Transaction Services

Business owners seeking to sell their business are always looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. An ESOP combines the financial interests of the employees with those of the original shareholders so that teamwork and a long-range investment perspective towards the business are in everyone’s self-interest.

 

If the ESOP acquires 30% or more of the outstanding stock of a privately-held company, any capital gains tax on the transaction is deferred indefinitely. In the case of an S corporation that is 100% owned by its ESOP, the company’s earnings will be entirely tax-exempt.

 

Do you believe your employees are capable of carrying on the business? Are they interested in doing so? This is an option that could work only if you have long-term employees who’ve helped you build your company, and want to continue it.

 

IAG’s ESOP team can help you determine if this is the best course of action for selling your business. Book a free value call now.

Book ESOP Call

Business Growth Planning

From initial conversation to closing, it’s vitally important to address all facets of the transaction in a timely manner. Availability, personalized service, and quick turnaround are keys to our firm’s success. Our deal intermediaries will be available to you throughout the entire process, and the IAG team members are readily available to assist when needed.

 

We assist business owners with the process of preparing the business for sale, including any help necessary on the creation and analyzation of financial models to match market valuation and work on ensuring all financials and forward projections are clean and ready for market analysis and review. We also coach and prepare business owners for initial buyer/seller conversations.

Talk To An Advisor

M&A Deal Financing

One of the great opportunities present when working with IAG is that we have relationships with a multitude of banks, investors, family offices, private equity groups, hedge funds and others. These relationships are like gold for buyers, because it will allow them to leverage debt in order to acquire a business, rather than funding the entire acquisition from their own balance sheet.

 

In addition, we hand hold buyers through the lending process to help ensure that the lending side of the deal does not go astray. We do this by ensuring that we get buyers in front of our lending partners that have experience closing deals with us, and by working with the buyer on the investment package, loan application and other materials necessary to get lending approved for the sale.

 

As a sell-side client of IAG, you can be assured that not only will we represent your business throughout the entire M&A process, but we will also work with the buyer of your company to help them finance the transaction. We know just how important deal financing is to the deal making process.

 

LEARN ABOUT FINANCING

Business Growth Planning

One of the most frequent questions we are asked from clients is how to get more from the sale of their businesses. Often times, it is better to wait to go to market while implementing strategies to improve the value and “sellability” of your business.

 

Business value enhancement strategies can range from competitor and client analysis through to marketing strategies and industry comparison, and when performed together can make a significant difference to a company’s value and ultimately its sales price. At IAG, we offer a range of Business Value Enhancement services to help prepare companies for a successful sale or exit. We also maintain partnerships with industry leading business growth and exit planning consultants that can help you get the most for the sale of your business.

Book A Free Discovery Call

Your Next Step is Risk Free

The journey of selling a business starts with getting the right information and asking the right questions. For our team, there’s no greater reward than transforming the lives of business owners, to create the future they want for themselves and their loved ones.

Get Started