Benjamin Franklin, once said, "In this world nothing can be said to be certain, except death and taxes." While true for the most part, Qualified Small Business Stock (QSBS) offers one of the most powerful but often overlooked tax saving opportunities in M&A transactions. When properly structured and documented, it can result in millions in federal tax savings, offering founders, investors and employees a unique opportunity to unlock tax-free capital gains. Allied Advisers is

Allied Advisers  is publishing our sector update on Automation Software which provides an overview of this important segment, recent exciting trends, monetization models, the transactional market and active acquirers and investors in the ecosystem. Fueled by machine learning and AI, Automation continues to revolutionize business processes across industries at an unprecedented pace.  Automation technologies, including Robotic Process Automation (RPA), Intelligent Process Autom

Allied Advisers  is pleased to share brief insights on the current M&A markets. We had 5 clients exit in the last 8 months including 2 in the last month and have other mandates under LOI. Here is our brief take. We Continue to See an Improving Technology M&A Market in 2024 and Beyond. The Technology sector along with major stock market indices have shown a strong upward trend in the last quarter, with public market valuations rebounding to levels seen in 2019 (if you remove t

Congrats to Landon Taylor, Jeff Grover and team on this notable acquisition milestone that propels home services clients into a new era of growth and innovation. Majority of customers research reviews before making a purchase and BestCompany stayed true its North Star of providing authentic reviews and insights.   Allied Advisers is thankful to have worked as sell-side advisor and we wish the teams continued success benefiting their clients. #reviews   #exit   #technology Rea

The turbulent markets of 2022-2023 and volatility in the M&A environment has brought the topic of valuation to the forefront in many of our discussions with founders and investors. Regardless of market ups and downs, the factors that are most impactful to valuation remain relatively constant, with some standards changing with market cycles as witnessed over the past decade. Safe to say, valuation continues to be both art and science. Allied Advisers put together this artic

Allied Advisers updated our previously published report on SMB SaaS, a sector that has been growing with notable outcomes such as the IPO of Freshworks ($1.03B), Digital Ocean ($780M) and the recent IPO of Klaviyo ($576M), as well as notable exits such as Mailchimp’s acquisition ($12B+, one of the largest boot-strapped exits) and growth of private SMB SaaS companies like Calendly (last valued at $3B), Notion (last valued at $10B). Other success stories such as GoDaddy, Gusto

Allied Advisers is publishing our sector update on Automation Software which provides an overview of this important segment, recent exciting trends, the transactional market and active acquirers and investors in the ecosystem. Automation technologies are becoming increasingly pervasive across industries driven by the clear opportunity to achieve great improvements in productivity, process efficiencies and reduce human errors. Tailwinds to this sector have been strengthened b

Allied Advisers published report focuses primarily on SMB SaaS, which has been growing rapidly with notable outcomes in the sector such as the recent Freshworks $1.03B IPO, Mailchimp’s acquisition ($12B+, one of the largest boot-strapped exits) and growth of private companies like Calendly (last valued at $3B), Notion (last valued at $10B) among other success stories such as Paycom, Shopify etc. SMB is the back-bone of the US economy; 99.9% of all US business are small. With

Congratulations, you have a buyer interested in your business. When you receive the term sheet, you may find that the proceeds are primarily in stock or mix of stock and cash, which leaves you wondering if the offer is “market” and how you should evaluate the term sheet. In Allied Advisers analysis of 7K+ deals done in the last 5 years globally and stock has been a consideration in ~30% of transactions. We expect the use of stock to increase even more for M&A given the growth